Sharing Roles
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Overview
Sharing lets you invite another Qrtr user to a bank or a Slice, then set the access that fits how you manage money together.
Who can use sharing?
Sharing is available on Plus and Business plans.
Plan availability
Basic
Not available
Plus
Available
Business
Available
Coming soonBank access and Slice access
A bank invitation gives someone access to every Slice and transaction in that bank. A Slice invitation is more limited: they can see transactions assigned to that Slice.
Roles
Pick a role based on what the person needs to do.
- Owner
- The person who connected the bank with valid bank credentials. Owners can create Schedules and Rules, assign transactions, and add notes or photos.
- Admin
- An invited user with the same working permissions as an owner, including creating Schedules and Rules and assigning transactions.
- Viewer
- An invited user with read-only access to Schedules, Rules, Slices, and transaction details.
Invite someone
Open Bank Settings or Slice Settings, choose Invite Someone, and select the role that matches the access they need.
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Invite Someone
OwnerAdminViewerContinue learning
Common questions
What can a Viewer do?+
Viewers can see Schedules, Rules, Slices, and transaction details, but they cannot make changes.
Can an Admin create Rules?+
Yes. Admins have the same working permissions as an owner for the shared bank.
Should I invite someone to a bank or a Slice?+
Choose a bank for full access to all its Slices and transactions. Choose a Slice for more limited access.
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