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Team and settings
Team and roles
Invite your spouse, teammates, a coach or a finance helper.
Basic and Premier plans
Roles
| Role | What they do | Plan |
|---|---|---|
| Owner | Full access. Manages members and settings. | All |
| Spouse / Team Member | Works relationships day to day. | Basic |
| Coach | Encourages and reviews, with private coaching notes. | Premier |
| Finance | Handles giving, pledges and reconciliation. | Premier |
| Read Only | Can view, but can't change anything. | Premier |
Invite someone
- Open Settings, Team & roles.
- Enter their email address, choose a role and add a title if you like.
- They accept through their invitation link.
Financial and prayer visibility are set per person, so a teammate only sees those areas if you allow it.
Coaching notes
On Premier, coaching notes live under Settings, Coaching. Private notes are visible only to the person who wrote them and are never read by AI. Shared notes can be read by the team.
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