What you'll see on the Users page

For everyone you've invited, the Users page shows:

Their name
Their access level (Owner, Co-owner, or Viewer)
Their status (Active, Invited, or Inactive)

Access covers your whole account, not single accounts

Access in Sequence is granted across everything you have, not account by account. When you invite someone, the level you choose applies to all of your accounts, Pods, Income Sources, and Rules at once. You can't give someone ownership or access to just one Pod or one account, and you can't hand off a single account on its own. If someone should only look and not touch, add them as a Viewer.

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 below you, the account Owner. They can:

Edit everything, including accounts, Pods, and Income Sources
Manage automations (create, update, pause, or delete Rules)
Move money and issue debit cards
Download statements and documents

What happens when you add a co-owner

Adding a co-owner makes the account jointly owned. The beneficiary updates to show both owners, so "Alex Morgan" becomes "Alex Morgan & Jamie Lee". That joint beneficiary is what lets you open joint Pods and connect joint external accounts under both names. Because access covers your whole account, a co-owner is added across all of your accounts and Pods, not just one.

Viewers

A viewer has visibility, not control.

Viewers can:

View balances, activity, and account details
Download reports and statements

Viewers can't:

Create or edit Rules and automations
Move money
Create or manage Pods, Income Sources, or cards

Viewers are a great fit for accountants, bookkeepers, and advisors who need insight without the ability to move money.

Quick rule of thumb

Add a Co-owner for someone who should run your finances with you
Add a Viewer for read-only access

Adding Users