Household Members
3 articles
How can I add household members to my account?
Last Updated: 1 July, 2024Click 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: 10 June, 2024There 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: 10 June, 2024Household members are individuals with whom you would like to share your portfolio. They could be anyone like siblings, parents, children, parents, friends, etc. You can define different level of access for each of them based upon how much access...
