Add a Mobile User ID

Maxus
Maxus Quicken Windows Subscription Member
edited May 3 in Using the Mobile App

Is it possible to add a second Mobile user ?

Is it possible to limit their ability to alter data...just view ?

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    edited May 3 Answer ✓

    Hello @Maxus,

    Thanks for reaching out with your questions!

    Yes, Quicken Mobile does support shared access—but only with one additional user for each cloud account. To share your cloud account:

    1. Open the Quicken Mobile app.
    2. Tap the hamburger menu (three horizontal lines) in the top-left. image.png
    3. Select Manage Sharing. image.png
    4. Tap the three dots next to the cloud account you want to share. image.png
    5. Tap Share. image.png
    6. Enter the invitee’s information and tap Invite. image.png

    As for your second question—currently, there’s no option to limit the invited user’s permissions. As stated on the share invite form: “By sharing your data, the invited member will have access to view and modify all your accounts, transactions, and other details.”

    Hope this helps! Let us know if you have any more questions.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    edited May 3 Answer ✓

    Hello @Maxus,

    Thanks for reaching out with your questions!

    Yes, Quicken Mobile does support shared access—but only with one additional user for each cloud account. To share your cloud account:

    1. Open the Quicken Mobile app.
    2. Tap the hamburger menu (three horizontal lines) in the top-left. image.png
    3. Select Manage Sharing. image.png
    4. Tap the three dots next to the cloud account you want to share. image.png
    5. Tap Share. image.png
    6. Enter the invitee’s information and tap Invite. image.png

    As for your second question—currently, there’s no option to limit the invited user’s permissions. As stated on the share invite form: “By sharing your data, the invited member will have access to view and modify all your accounts, transactions, and other details.”

    Hope this helps! Let us know if you have any more questions.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.