Here's how to invite family or staff members to collaborate on your Limited personal account:
- Tap your profile picture in the upper-right corner of the app.
- Select Manage Personal Account, then tap "Members."
- Tap "Add Member" in the upper-right corner of the page.
- Fill in the new member's information, including:
- Role
- Department
- Email address
- Phone number
- Optionally, assign them a card for account-related transactions.
- Tap "Send Invitation" to complete the process.
That's it! You've successfully invited a new member to your personal account.