Add a New Member to Know Your Dosh
Last Updated: 31 July, 2025This guide provides a straightforward process for adding new members to a Know Your Dosh account, allowing you to customise their access levels based on their roles. With clear steps and explanations of each role, customers can easily manage account...
How can I add household members to my account?
Last Updated: 1 August, 2025Click on Household members, enter individual email id in text box which says Email and click on “Invite” button. An email would be sent to the individual asking them to register themselves on the platform. By default, all invited household members...
What are the different levels of access I can give to household members?
Last Updated: 1 August, 2025There are different roles available to control the level of access you would like to give to your household members. Master This level of access provides full control of the account to the user. They can add/edit/delete anything in your...
Who are Household members?
Last Updated: 1 August, 2025Household members are individuals you choose to include in your family finance management and collaborative financial planning. Understanding the household definition helps you determine who should have access to your financial information. Who Can Be Household Members: Immediate Family: –...
