Invite your team

How invites work

Each invite is a single-use link that expires after seven days. The recipient sees the selected role before accepting.

1. Open Settings.
2. Enter the recipient's email and choose a role.
3. Send the invite.

Roles you can invite

Choose the role that matches the person's work.

• company_user: draft and internal review.
• company_admin: full drafting, send to review, manage the company profile and insiders.
• auditor: works PBC requests, attaches the audit report, review report, and consent, and clears auditor review.
• counsel: counsel review, changes requested, and sign-off.
• director: read-only board seat that records the board's approval against the exact document hash on filings that need one (10-K, DEF 14A).

Managing members

Admins can change roles or remove members. A tenant must always keep at least one company admin.

Vendor directory

Settings > Team includes a vendor directory for outside providers such as your auditor, transfer agent, EDGAR agent, and counsel firm.

1. Add each vendor with a kind, contact name, email, and notes.
2. Send a workspace invite from the vendor row when the vendor kind is auditor or legal and a contact email is on file.

Serving multiple companies

Counsel and auditors often serve several companies. One account can hold memberships in many workspaces; use the company switcher in the sidebar to move between them with the correct role in each.