Password to view details in LifeHub

PHowland
PHowland Quicken Windows Subscription Member ✭✭
edited November 18 in Using Quicken LifeHub

Do invited viewers of your LifeHub data need a password to view the selected sections or details? If so, is that password the same as the Quicken Classic password I use to log into my Quicken and LifeHub accounts?

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @PHowland,

    I have located this Support FAQ that discusses what each of the household members has access to in Quicken LifeHub. As stated in the FAQ: Quicken LifeHub enables you to collect all of your important documents and plans in one secure place. Importantly, you'll need to share this information with your trusted household members; Quicken LifeHub supports four Household member types, each with specific levels of access to your estate information.

    I hope this helps!

    -Quicken Jasmine

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  • PHowland
    PHowland Quicken Windows Subscription Member ✭✭
    edited November 18

    Thank you. I saw that earlier and read it. The LifeHub account holder needs an ID (email address) and password (Quicken Classic Password) to access and/or edit LifeHub, but it does not mention if an invited member needs to login to LifeHub using the account holder credentials, just his or her email, or just how a designated member can view the specified sections.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @PHowland,

    As you can see in the example screenshot below, when you invite a household memeber to Quicken LifeHub, they will be directed to create their own Quicken account with their email address and password which they will use to access your LifeHub. You will be able to create settings for each individual invited members account to choose what they have access to.

    I hope this helps!

    -Quicken Jasmine

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  • PHowland
    PHowland Quicken Windows Subscription Member ✭✭

    Thanks!