You may give as many users as you’d like access to your MoneyMinder account. The level of access is determined by a person’s Role that you select.
Click on the Account button in the upper right-hand corner.
Scroll down to the Users section of the page to add, edit or delete a user. As well as to assign their role in MoneyMinder.
To add a new user:
Click Add New User:
Enter their name and email address in the appropriate fields:
Select a Role:
Click Send Invite:
This will send an invitation to the email address you provided, assign them a password to use for logging in, and provide them a link to access your MoneyMinder account.
To edit or delete a user:
Click the Edit button associated with their name:
Make the appropriate changes. When finished, click one of the following:
- Cancel to leave this page without making changes and return to the main list of users with MoneyMinder account access.
- Delete to remove this user from having MoneyMinder account access.
- Save to save the changes you made and return to the main list of users with MoneyMinder account access.
NOTE: MoneyMinder does not allow you to change an email address. If you’d like to log in using a different email address than what’s been set up for you, add yourself as a user with that email address, log out & back in using that email address to ensure it works. Then delete the email address you do not wish to have associated with your account.