How to Invite a Collaborator in Mezzi

Overview

You can invite a collaborator in Mezzi to share your financial profile and work together in one place. Once invited, your collaborator will be able to view your profile, use AI features, and ask questions based on your shared financial data.

🧭 Steps to Invite a Collaborator

Follow the steps below to invite a collaborator:

1. Go to your Profile page.

2. Select Add a Collaborator.

3. Click the “Build wealth together” button at the bottom.

A link will be automatically copied. Send this link to your collaborator.

They will be prompted to create an account and join your profile.

💡 Why This Matters

Inviting a collaborator allows you to manage finances together and ensures both users have access to the same financial picture.

Your collaborator will be able to:

• View your profile

• Access all features you have

• Personalize their AI experience

• Ask questions and receive insights

Important Notes:

• Your collaborator will be able to see your profile and interact with your data

• If a collaborator creates their own account, they are the only one who can delete that account

• Similarly, you can only delete your own account, not your collaborator’s

🗨 Still Need Help?

If you’re unable to invite a collaborator or the link isn’t working, email help@mezzi.com and include:

• The email or person you’re trying to invite

• A screenshot (if possible)

• Your device and platform (iOS, Android, or web)