Rupee Compass guide
Share Profile with Page-Level Finance Permissions
How Rupee Compass lets users share selected finance views without exposing everything.
Why this matters
Sharing finance data should be deliberate, temporary, and specific to the partner or advisor.
Where Rupee Compass fits
Compared with sending screenshots, Share Profile can keep data live, masked, and revocable.
Product capabilities covered
- page permissions
- masked amounts
- passcode protection
- locker document selection