Manage company access

Invite representatives and assign the appropriate access level.

Last reviewed: 2026-08-25

Who can manage access

Company editors can invite people, change access levels, or remove representatives within the permission hierarchy. Administrators inherit editor access. A representative cannot grant a level above their own or change a higher-ranking representative.

Invite a representative

Company Details → Representatives → Add representative

1. Enter or select the person and confirm the email address.
2. Choose the minimum access level required for that person’s responsibilities.
3. Send the invitation and confirm its status in the representatives table.

Change or remove access

1. Open the representative’s actions in the representatives table.
2. Change the access level or choose Delete representative.
3. Review the warning and confirm. Removing access does not delete that person’s investor or stakeholder records.