Read-only user for Simplifi

ekv

Hello, I'd like to be able to add a user to my Simplifi account, but want them to only have read-only access. Is this possible?

Coach Natalie

@ekv, thanks for posting your inquiry to the Community!

At this time, the only feature that allows you to share your Quicken Simplifi dataset with another user is Space Sharing. However, Space Sharing does give full read-and-write access, and there's currently no way to limit the data shared.

https://help.simplifimoney.com/en/articles/6443103-how-to-share-your-quicken-simplifi-data

With that, I'd suggest adding your vote and feedback to this existing request:

https://community.simplifimoney.com/discussion/5006/limited-access-with-space-sharing-edited

I hope this helps!

-Coach Natalie

ekv

when you say "vote" I did not see a formal voting link or anthying, but I put my comments in…. Thanks for the reply