Set up the Family workspace, plan, and roles safely

How to proceed

1. 1Open Subscription and compare Free, Plus, and Family. The Family workspace is available only while the owner has an active or trialing Family plan; expired, paused, unpaid, cancelled, or otherwise inactive access does not unlock it.
2. 2Then open Family and create a workspace with a name and shared currency: CHF, EUR, or USD. An account can belong to only one Family workspace.
3. 3Only the Family owner invites people by email, selects Editor or Viewer at invitation, and can later change that role or remove a member. An invitation is tied to the email address of the signed-in NEXO account and expires after seven days.
4. 4Editors can create, change, and delete shared people, documents, income and expenses, appointments, and bills. Viewers can read shared content. All active members can use Family chat.
5. 5Create shared content deliberately in Family. The workspace shows shared people, documents, finance entries, appointments, bills, and messages; assignments and the creator are shown for those shared items.
6. 6Check amount, currency, due date, and content before saving. Marking a shared bill paid records only its status and does not initiate a bank payment.