Suggestions

:speech_balloon:

Pro: Adopt an account without adopting billing.

As a financial coach, I want to be able to access and control my client’s account, but not necessarily take on the long-term billing for their account. They would continue to pay, but I would have access within my system.

5 votes

Tagged as Suggestion

Suggested 31 January 2022 by user Nadav

  • Sign in to comment and vote. Sign in by email

  • 31 January 2022 Nadav suggested this task

  • 31 January 2022 Kyle Nolan approved this task

  • avatar
    Matthew Clayton

    I would like to be able to give my partner the ability to log in and at least see our data, if not edit and add new data. I think this is similar to OPs suggestion.

    04 February 2022
  • avatar
    Adam

    Agreed on the giving read-only access or being able to export to PDF of the dashboard or plan pages.

    22 February 2022