getting started

Adding Family Members

Invite your partner, kids, or other family members to join your pod with secure invite links.

by greg 3 min read

How invites work

Family members join your pod through a secure invite link. The link contains a one-time token that grants access to your pod's encryption key — it expires after 24 hours.

Sending an invite

1

Go to Family in the sidebar

2

Click Add to Family

3

Enter the new member's name, email, and role

4

Copy the invite link and send it to them securely

5

They open the link, set their own password, and they're in!

Member roles

  • Owner — Full access. Can manage the pod, members, and all financial data.
  • Parent Bean — Can view and manage finances, activities, and family settings.
  • Big Bean — Can view activities and limited financial info based on permissions.
  • Little Bean — View-only access to activities and the Family Nook.
💡 Tip

You can change a member's role and permissions at any time from the Family page.