At Olomon, we believe that better decision making depends upon seamless collaboration with your entire financial team. That’s why we’ve made it simple—and secure—to invite your trusted collaborators into your financial world.
Whether you’re teaming up with a spouse, an advisor, or a family member, Olomon's invitation system makes sharing access effortless and safe.
Here’s how to get started:
🔒 Before You Invite: Choose the Right Access
You’ll set each collaborator’s Access Level:
Admin – Full access and editing permissions
View Only – Can see data but can’t make changes
Optionally, you can also set an expiration date—great for temporary collaborations or when someone just needs a one-time look.
🚨 Unique Security Feature: Team Code
Typos happen. And when it comes to your finances, you can’t afford to accidentally send access to the wrong person. That’s why we built the Team Code feature.
Each invite includes a custom Team Code, like a mini password. It ensures only the intended person can activate the invite, even if you mistyped their email.
Think of it as a handshake only your teammate knows.
🔧 How to Invite Someone
Go to:
Settings > Team Members >Add MemberFill out the invite form:
The form defaults to "New", but you could also select an existing Contact from your Olomon account.
Full name
Email address
Level of access
(Optional) Set an expiration date
(Optional) Customize the Team Code—or leave the default, but be sure to write it down.
Click Send Invite
Your collaborator will receive an email with an invite link.Text, call, or securely share the Team Code with your new collaborator.
Your collaborator will need it to complete their access.
👥 What Your Collaborator Sees
From the Invite Email, they'll click the “Accept Invite” link.
They fill out the setup form
They'll create their login and confirm any required info.They'll enter the Team Code that you provided to them directly via text, phone call etc.
Access is only granted if this code matches.
Done! Your collaborator is now connected—safely and seamlessly.
🤔 Frequently Asked Questions (FAQs)
What if I enter the wrong email address?
No worries. Without the correct Team Code, the recipient won’t be able to access your data. Simply delete the invite and send a new one.
Can I revoke access later?
Yes. Head to Settings > Team Members and click “Remove” or update permissions anytime.
What if my collaborator loses the Team Code?
You can find the Team Code in your Olomon account under Settings > Team Members
Can I invite my financial advisor?
Absolutely. Olomon was built for collaboration with professionals. Your advisor will benefit from full visibility—only with your consent.
Is there a limit to how many people I can invite?
Nope. Your financial world can be as connected as your real one.
🧭 Final Thoughts
With Olomon, you’re not just sharing data—you’re creating clarity, transparency, and peace of mind with the people who matter most. Because managing money shouldn't be isolating. It should be collaborative, secure, and smart.
Invite your team. Share with confidence. You're always in control.