How do I invite my team or family to collaborate on my Kubera account?
Head to Settings > Users to invite your family members and team to share your account and collaborate on your portfolios.
These users get full access to all your portfolios and documents.
Only the Account Owner will be able to manage beneficiaries and account users.
This feature essentially makes your Kubera account multi-user.
Sharing your account to collaborate on ALL your portfolios is part of the 'Kubera Essentials' Plan.
I have multiple Portfolios. How do I give access to a specific portfolio with someone to collaborate?
Open the portfolio you need to grant access to.
Click on the Share icon on the header and select the 'Collaborate' option.
Click on 'Add User' to invite others to join Kubera and collaborate on this specific portfolio.
Inviting users to collaborate on a specific portfolio (Granular Access Control) is a feature of Kubera Black
How do I share a my portfolio with an outsider for just viewing it?
You can share a read-only link of your portfolio with others – like your Investment Advisor, CPA, Estate Planner etc. Anyone with this link can view your portfolio. No login required.
Open the portfolio you wish to share.
Click on the Share icon on the header and select the 'Share a Read-Only Link' option.
Create a shareable link for the portfolio and share it with others.
You can create multiple links based on your needs. You can set a passcode and an expiry date for each of them.
