How to Share Read-Only Access

1. First ensure that both the Wealthica account you want to share access to and the person who will receive the share access both have the required Wealthica subscription. You can verify here on the pricing page. (A Premium or Prestige subscription).
2. Log-in to the Wealthica account who will be sharing the read only access.
3. Click on the profile photo on the top right, and select Preferences.
4. Navigate on the left bar to the Sharing & Privileges section.
5. Scroll down to the "Grant Read-Only Access" at the bottom of the page.
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7. Enter the email the person who will be receiving the read-only access uses with their Wealthica account. It is important that the person who will receive the read-only access is already a Wealthica user with the required subscription level and the email you use for Wealthica is entered. 
8. The receiver of the read-only share will receive a share invitation

1. Log-in to your Wealthica account
2. Click on your profile photo on the top right.
3. Click on "Switch User".
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5. Select the user that shared their read-only access. 
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