Adding a new collaborator

In order to add a new collaborator to your company. Go to your “Collaborators” menu item and then click on “Add new Collaborator” 

Here you will be be prompted to fill in the following fields. 

  • Name of the collaborator
  • Email of the collaborator which will receive the invitation 
  • Role of the collaborator 

There are 3 types of roles that can be granted to collaborators, each with different rights:

  • Viewer - Has only read rights to the company. Viewers can view the entire details of your company but cannot change or add anything. This could be one of your legal advisors.
  • Editor - Has editing rights to the company. They can view and edit everything in your company’s account, but cannot add other collaborators or change the access rights of existing collaborators. This could be an HR representative managing your employee stock option plans. 
  • Admin - Has read and write access to the entire company. Admins can view and change everything including access rights of other people. The admin role could be your co-founder for example. 

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