Business Co-Owners
Business Co-Owners
What is a Co-Owner?
A co-owner is anyone who has an equal share in the business with you.
When you add a co-owner, they get full control of the business in Sequence.
Co-owners can:
Edit everything in the business account
Change automations (create, update, pause, or delete Rules)
Download statements and other account documents
Manage the day-to-day setup just like you can
What changes when you add a Co-Owner?
Once a co-owner is added, the beneficiary name on the account updates to reflect both co-owners.
For example:
Before: “Jacob Fergo”
After: “Jacob Fergo & Jordan Lee”
Visual idea: Add a screenshot showing the beneficiary name before/after adding a co-owner.
Viewers
Viewers
What is a Viewer?
A viewer is someone who can see what’s happening, but can’t change anything.
It’s perfect for people who need visibility without the ability to move money or edit cash flow.
Viewers can:
View activity, balances, and account details
Download reports (for record-keeping, reconciliation, and review)
Viewers cannot:
Edit Rules or automations
Manipulate cash flow
Make changes to the business setup
Who should be a Viewer?
Viewers are a great fit for:
Accountants
Bookkeepers
Advisors
Assistants
Anyone who needs reporting access, but shouldn’t control money movement
Media idea: Add a short “who gets which role” chart (Co-Owner vs Viewer) to make this instantly clear.
Quick rule of thumb
Add a Co-Owner if they should be able to run the business finances with you.
Add a Viewer if they should be able to review and report, but not act.
Next up
Head to the next section to learn how to invite teammates and manage permissions cleanly as your business grows.