Sharing with Family

BillManager allows you to share Bill Groups with family members or collaborators through an email-based invitation system.

How Sharing Works

When you share a Bill Group:

• Invited users receive an email with a registration link
• They create their own username and password
• All users with access see real-time updates
• Payment history is shared across all users

Inviting Users

Prerequisites

• You must be an admin user
• The person you're inviting needs a valid email address

Steps to Invite

1. Go to Admin Panel > Users tab
2. Click Invite User
3. Enter the user's email address
4. Select their role (User or Admin)
5. Check the Bill Groups they should have access to
6. Click Send Invitation

The invited user will receive an email with a link to complete their registration. They'll set their own username and password, then gain immediate access to the shared Bill Groups.

User Roles

Role	View Bills	Edit Bills	Record Payments	Manage Users	Admin Panel
User	Yes	Yes	Yes	No	No
Admin	Yes	Yes	Yes	Yes	Yes

User Role

Standard access for family members and collaborators:

• View all bills in shared groups
• Create and edit bills
• Record payments
• View payment history
• Cannot access Admin Panel

Admin Role

Full control of the account:

• All user permissions
• Access to Admin Panel
• Invite and manage users
• Create and manage Bill Groups
• Change user access levels

Managing User Access

Editing User Access

To change a user's role or Bill Group access:

1. Go to Admin Panel > Users
2. Click the edit icon next to the user
3. Change their role (User or Admin) if needed
4. Check or uncheck Bill Groups
5. Click Save Changes

Removing Users

To remove a user's access entirely:

1. Go to Admin Panel > Users
2. Click the delete icon next to the user
3. Confirm the deletion

Pending Invitations

You can view and manage pending invitations:

1. Go to Admin Panel > Users
2. Pending invitations appear below the user list
3. Click the X icon to cancel an invitation if needed

Invitations expire after a set period. If an invitation expires, simply send a new one.

Use Cases

Household Management

Share a "Household Bills" group with your spouse:

• Both can see upcoming bills
• Either can record payments
• Avoid duplicate payments

Property Management

For landlords with multiple properties:

• Create a group per property
• Invite property managers with User role
• Track expenses separately

Family Finance Education

Teaching financial responsibility:

• Invite young adults with User role
• Let them manage their assigned bills
• Upgrade to Admin as they gain experience