Blueleaf

Blueleaf Support Center

Setting up separate logins for spouses etc. (Secure Sharing)

Last Updated: May 12, 2015 10:46AM EDT
In order to securely share the information on Blueleaf with someone (Spouse, Family member, Advisor) follow the instructions below. They'll get their own Blueleaf login and will see ONLY what  you choose to share.

1) Click on the "Sharing" link on the left

Click on "Share"

2) Next select the type of person you're sharing with

Pick the type of person you're sharing with

3) Enter their select which group(s) of accounts you'd like to share with them, enter their email and then click "Share" If you'd like the person to receive the weekly email update, you'll need to select "Manager Privileges" just below "What would you like to share?" If you select "Spouse or partner" manager is selected automatically. 

Select what to share and with who

That's it. They'll receive an invitation to create their own Blueleaf account and will be able to see the accounts you've chosen to share with them.

Contact Us

supportbox@blueleaf.com
http://assets2.desk.com/
false
blueleafadvisor
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete