To manage users, go to:
Settings → Users
What You’ll See on the Users Page
Here, you can view:
All current users on your account
The businesses or personal beneficiaries they have access to
The accounts, pods, income sources, and rules tied to each beneficiary
Their access level
Their last active date
Adding a New User
To invite someone:
Click + Invite in the top right corner
Enter their name and email
Choose their access level (Viewer or Co-Owner)
Co-Owners
A co-owner has the highest level of access inside Sequence — but how that works depends on the type of beneficiary.
They get full edit access
They can manage automations
They can download statements and documents
Most importantly, adding a co-owner creates a joint beneficiary on the account.
What is a joint beneficiary?
Once a co-owner is added, the account beneficiary updates to include both owners.
For example:
Before: Alex Morgan
After: Alex Morgan & Jamie Lee
This is what enables joint accounts and joint Pods.
Media idea: Add a before/after screenshot of the beneficiary name updating when a co-owner is added.
Creating joint accounts or joint Pods
If you want to:
Add a joint external account
Create a joint Pod
Move money under shared ownership
You must add the co-owner first.
After that:
Select the joint beneficiary
Then add the joint account or create the joint Pod
Without a co-owner, joint options won’t appear.
Viewers
A viewer has visibility, not control.
Viewers can:
View balances and activity
Download reports
Viewers cannot:
Edit automations
Move money
Create or manage Pods
Viewers are great for accountants, advisors, or anyone who needs insight without access.
Quick rule of thumb
Add a co-owner to share ownership and create joint accounts
Add a viewer for read-only access