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Teams, roles and sharing

Invite people to a team, choose what they can do, and remove access when you need to.

Teams

Each team has one owner. Create Family, Business or Group teams and switch between them from the team switcher.

Invite someone

Whole-team invitations and scoped guests are part of the Max plan. Send an invite by link, email or QR code. The person opens the link in Nuzerna, or installs the app first.

Roles

  • Owner manages the team, plan and members.
  • Admin manages members and settings.
  • Member adds and edits records.
  • Viewer can read but not change.

Scoped guests see only the budgets or categories you share with them.

Leave or remove

Members can leave at any time. When you remove someone, our servers stop serving them immediately and their phone clears its copy next time it connects.

Last updated 30 October 2026. Still stuck? Contact support.

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