Give An Advisor Access

Give your lawyer, accountant, or advisor admin access to help with reporting and compliance.

Perfect for: Registered agents, attorneys, accountants, and other professional advisors who need to access your equity data for reporting or compliance purposes.

1. From the main menu, select Company > Settings

2. Click the User Access tab

3. Click + Add User Access in the top right corner

4. Enter your advisor's email address

5. Set their permission level to Admin

6. Click Invite

What happens next:

• Your advisor receives an email invitation to join your Cake account

• They'll need to sign up using the same email address the invitation was sent to

• They'll enter the 6-digit confirmation code from the email to activate their access

• They'll have full access to view, edit, and export all your equity data

Important: Make sure your advisor uses the exact email address the invitation was sent to. If they receive an "invalid code" message, you can resend the invitation.

Permission levels explained:

• Admin: Full access to view, edit, and export data, plus billing access

• Edit: Can make changes and upload/download documents

• View: Can only view information, no editing