Member identity and workspace
One person can belong to several workspaces with a different role in each. An access change applies only to the workspace shown on the page.
Viewer, editor, and owner roles
Viewers can read shared data. Editors can add and change financial records. Owners can manage members and workspace settings. Choose the role that contains only the permissions the person needs.
Member activity
Each entry includes the member name and time, so you can see who added a transaction or changed a shared plan.
Access removal and financial history
Removing a member ends their access but keeps the transactions and change history they created. Check that another owner can manage the workspace before removing the member.