JE-PFM now supports multi-user accounts, making it easy for families or small teams to manage finances together while keeping appropriate access boundaries in place.
What's Included
- Invite members — Add family members or teammates to your financial workspace via email invitation
- Role-based permissions — Assign roles (owner, editor, viewer) to control who can import data, modify budgets, or only view reports
- Shared accounts — Designate specific financial accounts as shared so all members can see their transactions
- Private accounts — Keep personal accounts visible only to you, even within a shared workspace
- Activity log — See who made changes and when, providing a clear audit trail for shared financial data
Row-level security ensures that private account data is never accessible to other workspace members, regardless of their role.