Invite a Company User

Give your team members access to your Cake account with appropriate permission levels. This article covers inviting company users, not investors or employees.

Method 1: Quick Invite

1. Click the + (person icon) in the top right corner of your Cake account

2. Enter the email address, position, and permission level

3. Click Invite

Method 2: Via Settings

1. Go to Company → Settings

2. Select the User access tab

3. Click + Add user access in the top right

4. Enter the person's email, position, and permission level

5. Click Invite

The invited person will receive an email invitation with a 6-digit confirmation code they must enter to activate their access to your company.

Tip: Most companies provide advisors (attorneys & accountants) with Admin permission for full platform access.

Important: If you receive an "invalid email" error, check there are no spaces or extra characters in the email address.