Help centre
Manage Spaces, members, and access
Keep financial Spaces, memberships, and invitations clear as your team changes.
Manage Spaces and access
For workspace owners and collaborators.
Manage access deliberately
- Use a Space to separate household and business contexts.
- Review current members before changing access.
- Invite people only into the workspace they need to support.
- Use the access history in Settings when resolving a membership question.
Why it matters
Workspace boundaries are part of the financial model, not just a navigation preference. Clear membership keeps reviews, imports, and analysis coherent as more people collaborate.
Put this into practice
Open the relevant Ratio workflow when you are ready.