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Inviting Members to your Quicken LifeHub Household
Inviting Members to your Quicken LifeHub Household

Learn how to invite household members so you can share important data when you need to.

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Written by David K.
Updated over a week ago

Overview

Quicken LifeHub aims to be the perfect tool for managing your estate. We know that there will be a multitude of important decisions to be made, so our goal is to make sure that we provide you with a tool that ensures that your plans are fully carried out by the people you trust the most.

With Quicken LifeHub, you will be able to invite your household members, and manage what they can and cannot do.

Instructions

To add a Household Member in Quicken LifeHub:

  1. Click on the Settings Gear Icon in the top right corner.

  2. Click on Invite Member.

  3. Enter your member’s first name, last name, email address, and select a Role.

Roles

  • Co-Owner - The Co-owner can do everything Owners can do, except manage the Household subscription. There can be only one Co-owner.

  • Editor - Editors can view and modify items in all Groups and Folders. They cannot invite or manage the permissions of other members.

  • Viewer - Viewers can only view the specific Groups and Folders you assign to them, and they can not edit or modify any of your information. They cannot invite or manage the permissions of other members.

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