Invite member to your company

In today's collaborative work environment, the ability to seamlessly integrate team members into your projects is invaluable.

We understand this need and offer a comprehensive solution through the Company feature. This functionality enables the company owner to invite colleagues as collaborators or viewers, fostering a collaborative effort on business plans or other projects within the platform.  With this, you can easily collaborate not only with your team members but also with colleagues, advisors, or clients, ensuring everyone stays aligned and engaged in the planning process.

This guide will take you through the steps to invite members to your company.

NOTE: You can add up to 5 members (including the company owner) to your company with any subscription plan. To add more than 5 members, you can buy "Member ADDONs". For more information on member limits, click here.

Invite New Members to Your Company:

1

Navigate to the specific company and click on the "Company Details" to open.

2

Within the Company Details, under the "Invite Member" section, look for and click on the Invite New Member or Invite Your Team option to add a team member.

3

In the pop-up window, you'll be asked to enter the email address of the colleague you wish to invite to your company.

Assign Permissions to Member:

After inputting the email address, you will also need to provide additional details such as their Name, Designation, and Privileges.

• Contributor: This role is designed for team members who need to actively engage with the company by creating, editing, and discussing content.
  

  
  Contributors have the capability to work on projects, making them ideal for individuals directly involved in the development of your business plan or other documents. They cannot, however, manage company settings or invite new members.
  
  

• Admin: Admins possess broader permissions, including everything a Contributor can do, plus additional administrative privileges.

  
  This role allows for the management of company setting, the invitation of new members, and the alteration of user roles. The Admin role is suited for those who oversee the project or company, ensuring that everything runs smoothly and aligns with the team's objectives.
  
  

  Following their invitation, the User will receive an invitation email in their inbox. This email contains a link that they can follow to join the company and easily engage with the team.
  
  

  

Removing Member from Your Company

Effective team management often involves adjusting access to your company. Whether due to role changes or project completion, removing a member may become necessary.

We provide a straightforward process for this, ensuring that you can manage your team's access with ease and precision.

1

Find the member you wish to remove from the team list and click on the Remove Member option.

2

A confirmation pop-up will appear. Click on the "Yes, Remove" option to finalize the removal of the member from your company.

By following these steps, you can manage your company's team composition effectively, ensuring that only current and relevant members have access to your company and its resources.