Invite people, roles and leaving
Invite by email, choose who can edit and who can only look, and remove or leave anytime.
Included with Free, Plus, TrilliOne Business and TrilliOne Pro
Invite someone
- In a shared budget, open Settings and tap Invite on the Members card.
- Enter their email and choose Can edit or View only.
- Tap Send invite. You can also Copy the invite link to send it yourself.
They get an email with Join the budget. If they don’t have a Trillitask account yet, they can create a free one and the invite carries through.
Whoever opens the invite link while signed in takes the spot, so send it only to the person you invited. Sending a new invite to the same email cancels the old link.
Roles
- Owner: everything, including inviting, removing people, Start fresh and deleting the budget.
- Can edit: add and change anything, including settings, statements and payoff plans.
- View only: sees everything and can ask the advisor questions, but can’t change anything.
To change someone’s role, remove them and invite them again.
Remove, leave or delete
- The owner can Remove a member (this also cancels a pending invite).
- Anyone else can Leave. You go back to your personal budget.
- The owner can’t leave, but can Delete this shared budget for everyone. Your personal budget can’t be deleted.