Lumio

How to create a Shared Space

Here's how to invite your partner to a Shared Space in Lumio

How to Invite Your Partner to a Shared Space

Here's how to securely link your financial account to a Shared Space in Lumio

How to Link your Accounts to a Shared Space

How to edit a space

How to remove your partner

Do I have my on Private Space?

Lumio's Shared Spaces are a secure space for you and another Lumio user (e.g. your partner), to manage money together.

What is a Shared Space with Lumio?

How to Create a Shared Space in Lumio

Here's how to unlink an account from your Shared Space in Lumio

How to Unlink an Account from a Shared Space

Can I share my information with a partner?

Tom Richardson

Shared Spaces

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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