Available for:
- Android (Premium)
- iOS (Premium)
Group Sharing makes it easy to share specific Wallet accounts with multiple people. You can create a group and manage the list of members who need access. If you want to create your own group, keep in mind that you'll first need a Master Premium plan to be an “Organization Admin” for your group. You can have up to 20 people in your group.
As the Premium account owner, you will be able to add a group, add and remove members of the group, the other group members DO NOT need to have Premium plans.
All group members will see the groups they are a part of in their personal Wallet account. Each member will be able to see both their own personal Wallet and any groups shared with them.
Members will need to switch from their personal Wallet to the shared group Wallet in order to enter Records in this shared space. (Any activity in your own personal Wallet is not synced with the shared group account.)
Once you've set up your group (see below), here's how to switch to the shared account:
- At the top of the Main Menu, tap on the drop-down menu arrow by your name and email address, and tap on the shared group. Or,
- At the top of the Main Menu, tap on the circle with the group leader's picture.
To set up your Shared Group:
Android:
1. In the Main Menu, tap on Group sharing
2. Name your group
3. Enter the email address of your chosen group member(s) (registered Wallet email)
Tap Add member to send the invite
Before a group member can see the shared account, they must accept the email invitation.
Members will need to switch from their personal Wallet to the shared group in order to access accounts and enter Records in this shared space (see above).
4. Permissions - You can set user permissions meaning that you show exactly what data you want to show.
. Admin Access - Members will have the same rights to this account as you. He/she can even delete it!
. Track and read - Members will be able to create and modify records. He/she cannot modify or delete the account.
. Read only - The account will be in read-only mode. The member will not be able to track his/her own records.
. No access - This account will be invisible to the member.
iOS:
1. Select "more" > Group Sharing
2. Name your group
3. Enter the email address of your chosen group member(s) (registered Wallet email)
Tap Add member to send the invite
Before a group member can see the shared account, they must accept the email invitation.
Members will need to switch from their personal Wallet to the shared group in order to access accounts and enter Records in this shared space (see above).
4. Permissions - You can set user permissions meaning that you show exactly what data you want to show.
. Admin Access - Members will have the same rights to this account as you. He/she can even delete it!
. Track and read - Members will be able to create and modify records. He/she cannot modify or delete the account.
. Read only - The account will be in read-only mode. The member will not be able to track his/her own records.
. No access - This account will be invisible to the member.
Group sharing features can be found:
* MORE icon on the bottom right corner (iOS)
* Drop-down menu on the top left corner (Android)
Group Sharing is not available on Web version yet.