Sharing an Account

Account sharing is available on ForwardFi Pro. Open the account menu, choose Settings, then find the Sharingsection. Enter the person's email address, choose a viewer or collaborator role, and clickSend invite. They will receive an email with a link to accept or decline.

While the invitation is pending, you will see it listed with a Pending status. You can revoke a pending invitation at any time by deleting it from the shares list.

If someone shares an account with you, you will receive an email containing an acceptance link. Click the link and sign in (or create an account) using the invited email address. The shared account will then appear in your dashboard alongside your own accounts.

If you do not want access to the shared account, click the decline link in the invitation email. The invitation will be marked as Declined and you will not have access to the account.

Viewers can open the account and see its forecast, rules, and settings, but cannot make changes. Collaborators can edit the account, its rules, scheduling periods, categories, and scenarios. Only the owner can delete the account. A collaborator with Pro access can also manage sharing for the account.