Invite a Company User
Inviting a company user gives a team member access to your Cake account. You control what they can see and do by setting their permission level at the point of invitation.
Before you start
You need Admin or Account Owner access to invite users.
This article covers inviting internal team members (co-pilots). To give an external advisor access, see Give An Advisor Access.
Method 1, Quick invite
Click the + Invite co-pilots in the top right corner of your Cake account.
Enter the person's email address.
Select their position (Co-Founder, Finance, HR or leave blank).
Choose their permission level: see Understanding User Permissions in Cake for a breakdown.
Click Invite.
Method 2, Via Settings
Go to Settings → Company access.
Click + Add company access in the top right.
Enter the person's email, position, and permission level.
Click Invite.
What happens next
The invited person receives an email with a 6-digit confirmation code. They must use this code to activate their account. Once confirmed, they can log in and access Cake at the permission level you set.