Navigate to the “Collaborators” page in the menu bar of your Cadence account.
Enter the emails for your desired collaborators.
Choose a role before sending the invite:
Collaborator: This will give full permissions, allowing them to see and edit everything in the account.
Grief Care only: This leaves out all executor tools, only providing access to grief resources. They will not be able to see or edit any of your information.
Send the invitation and let them know it's coming.
Your collaborator will create their own account with their own unique password.
Work together by assigning tasks, uploading information, and making notifications.
