Guest Sharing

Available since v1.5

Guest Sharing allows families to invite external contacts and give them controlled, read-only access to selected family assets in the Total Family portal.

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Table of Contents

• Overview
• Who Can Use It
• How to Access
• Guest Sharing Dashboard
• Inviting a Guest
• Managing Guest Permissions
• Guest Experience

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Overview

Guest Sharing enables you to share specific parts of your Total Family portal with people outside your immediate family. Whether it's a trusted advisor, extended family member, or professional contact, you control exactly what they can see.

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Who Can Use It

• Family users

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How to Access

Navigate to:

Settings → Guest Sharing

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Guest Sharing Dashboard

The Guest Sharing dashboard has three filters:

• View All – Everyone your account is shared with
• Guests – All external guests you have invited
• Coach – The coach associated with your account (if applicable)

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Inviting a Guest

1. Click the "Invite" button in the top right corner

2. Click "Add a new family member"

3. Fill in the required details for the new guest

4. Select which assets and sections you want to share with this guest and Save

Guest users:

• See a clear "Guest Sharing Mode" experience
• Have read-only access to the items you selected
• Receive email invitations for sign-up or login

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Managing Guest Permissions

You can review a guest's current permissions at any time:

To change permissions:

• Use the toggles to enable or disable access to specific assets
• Save your changes to update the guest's view

All changes are saved in real time and reflected immediately for the guest.

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Guest Experience

When guests access your shared content, they will:

• See a "Guest Sharing Mode" indicator clearly displayed
• Have read-only access to the sections you've enabled
• Not be able to edit or modify any content
• Only see the specific features you've granted access to