Share access to your PocketSmith account with Collaborators
PocketSmith's Collaborators feature lets you invite another PocketSmith user — such as an advisor, friend, or family member — to access and manage your account alongside you without sharing your login details.
In this user guide
How it works
You can invite someone to share access to your PocketSmith account so you can both manage and perform actions on the same account while having separate logins. Anyone with Collaborator access enabled on your account will have full permissions and can do everything you can.
To enable the Collaborators feature, an invitation is sent from the account of the user (User A)who will be sharing access with another user (User B). Both parties must have a PocketSmith account for the Collaborators feature to work.
The recipient receives an invitation via email, which asks whether they would like to accept or decline the Collaborator access. Once accepted, User B will need to sign in to their own PocketSmith account, where they will now have access to User A's account from their account profile (in the top right corner) under Shared accounts.
People you might want to have Collaborator access to your account could be:
- Financial Advisor
- Spouse
- Other family members
Tip
If the person being invited to manage the account wishes to use PocketSmith solely for the purpose of shared access, they can create a free account without the need to add any bank accounts or data.
For further details, see Creating a Free Account for Collaborators
Note
It's not currently possible for a Collaborator to manage another user's account in the mobile app. They will need to use the Web app in order to use this feature.
Setting up the Collaborator feature
Here are the steps to invite another user (User B) to have Collaborator access to your account:
- Head to Profile menu > Your collaborators
- Choose Invite a collaborator from the side panel
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Enter the email address of the person you'd like to invite to have shared access to your account, and click Send invite
- User B will receive an email from PocketSmith inviting them to access your account
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User B can click on the link in the email to accept your invitation.
They will need a PocketSmith account to accept the invitation. There will be another link ("create one here") in the email where they can set up a PocketSmith account if they do not already have one:
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After clicking the link in the email, User B will be prompted to sign into their PocketSmith account.
Once signed in, they can click Accept Invitation to accept the Collaborator invitation.
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User B will now have access to your account.
If they are not setting up anything in their account, they can access it from the Welcome page.
Otherwise, the Shared accounts options can be accessed from their Profile menu, as shown below:
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When User B manages your account, the profile menu will display the account they are managing.
They can return to their own account by selecting 'Return to your account' at the top of the menu:
Revoking Collaborator access
- Head to Profile menu > Your collaborators
- Select Revoke Access beside the user you'd like to no longer have access to your PocketSmith account
- In the modal that appears, select OK
Creating a free account for Collaborators
If you have been invited to manage a PocketSmith account and only need a PocketSmith account for shared access, you can create a free account with no need to add any bank accounts or data.
If you don't set anything else up in your free account, any users you have been invited to manage (and have accepted) will appear on the Welcome page:
