Before adding someone, review the available roles and permissions to ensure you assign the appropriate level of access.
You can add people to your fund as an Organizer, Advisor, or Family Member. Anyone 13 years or older can join a family fund.
Only organizers can invite new members to a fund.
To invite someone to your fund:
🌐 On the Web
Click your avatar (top-right) on your member dashboard.
Select Your Account and then Members & Advisors.
Click Invite Members and select a role.
Enter the person's contact information and click Send Invite.
📱 On iOS
Tap the settings ⚙️ icon (top-right).
Tap Your Account and then Members & Advisors.
Tap Add People and select a role.
Enter the person's contact information and tap Send Invite.