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Household & Account

Invite household members

Invite people to share the household record and manage their role from Household Members.

How to use it

  1. Open Household Members.
  2. Invite a person using their email address.
  3. Choose an access role that fits what they need to do.
  4. Review, change, or remove access from the household member list.

Available with core home records on all plans. Record, storage and processing allowances apply; household roles determine editing access.

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