What is a Partner User and how does it differ from a Sub User?

Partner Users can edit your information, while Sub Users can only view your information. A good candidate for being a Partner User is a spouse or trusted advisor who can input and manage information on your behalf.

Sub Users may be able to view your information but may not edit or change it for you. Children, nannies, babysitters, and loved ones without a need to manage your information make good Sub Users. Permissions for Partner and Sub Users can be edited in the “Manage Collaborators” section of your dashboard. To access "Manage Collaborators" screen, click on this icon on the upper right hand corner of the page:

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.