Suggestions

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Shared Logins

Pls add shared logins to allow, for example, my spouse or financial advisor to login to my plan. It would of course be important to have permission settings available to control what items have edit rights or read-only for example.

1 vote

Tagged as Suggestion

Suggested 06 October by user Douglas

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  • 06 October Douglas suggested this task

  • avatar
    Shawn Sansom

    FYI for folks looking at this.

    You can already export your plan and give it to an advisor. They can sign up for their own personal or pro account. Free-trial or paid subscription.

    You can also give your spouse or advisor an email/password credentials to use (you retain Gmail auth), and you can simply take a backup of your plan before you give them access if you’re concerned about them changing your plan without your consent.

    06 October

  • 06 October Shawn Sansom approved this task