If a contributor user with Editor role links a bank account then can I as admin users see those transactions if they still need to be reviewed? That other user is seeing all the bank account transactions but when I am logged in I am only able to see a few that she edited. Is there a setting I have set wrong or is that how it works?
@mj4261 Good question. For various reasons, financial accounts always run with the owner of the connection. Transactions sourced from each connection will only be visible to the owner until the specific transactions are assigned to a Portfolio for which others have access rights.
For your situation, you’ll want to have your collaborator link the bank account directly to your Portfolio via the Data Sources page, and then you can both edit, assign to Properties, etc. Hope that helps!