*Note - this article shows you how to invite company users, not investors and employees. You can see how to invite investors to view their holdings here.
Method 1:
The easiest way to invite another user is by clicking Invite co-pilots in the top right corner of your Cake account.
Enter the email address, position and permission level for the new user and click Invite!
Method 2:
From the main menu, select 'Company' and go to 'Settings'.
Select the 'User access' tab from this page.
Click the '+ Add user access' button in the top right.
In the invite section, enter the email of the person you want to give access to, position, and set their permission level, and click the 'Invite' button.
The person will then receive an email similar to the one below granting them access to your company on Cake.
Most companies provide their advisors (lawyers & accountants) with "EDIT" permission so that they can access all the platform functionality.
N.B. upon entering the email address, if you receive an error message saying the email address is invalid, make sure there is no 'space' or additional characters at the end of the email address once you pasted it in!
