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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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please do not make any edits to duplicate accounts or transactions in Copilot Money, and instead 

… To resolve this, without making any edits to the accounts, please 

 or socially by tapping at the bottom of the report. ​… 

If you are encountering an extended delay in receiving the historic data, please 

If you are still seeing the pending copy of the transaction after, please 

 the Copilot team via… If you're still experiencing the same issue, please 

 the Copilot team via our in-app chat and… 

you’re seeing an estimate that doesn’t make sense please turn off this feature for that account and 

 us and let us know the holdings information you should be seeing in Copilot… 

 support if you are missing transactions!… 

 Gemini Support if you have any questions about API Key Creation… 

 Bitstamp Support if you have any questions about API Key Creation… 

 Kraken Support if you have any questions about API Key Creation… 

Still have questions? Contact us in the app or at support@copilot.money.

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