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  • πŸ€”What is FundStory?
  • Guides
    • πŸ—’οΈCurating your list of funding partners
    • πŸ“ˆGenerating a Funding Score
    • πŸ†šComparing funding partners
    • βš–οΈInsights to improve your funding odds
    • πŸ“¨Getting the most out of team collaboration
    • 🌟Guide to the FundStory Pro Plan
  • Platform
    • 🏠Control Center Overview
    • πŸ–₯️Dashboard Overview
      • πŸ“ŠRisk
      • 🀝Match
      • πŸ’³Balance
    • πŸ›’App Marketplace
      • πŸ“–Planning
      • 🎯Targeting
    • πŸ›οΈCompany Profile
  • Use Cases
    • πŸ’°When to use Fundstory
  • Extras
    • Bug Bounty Program
    • Join Waitlist
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  • In this guide we will cover:
  • Inviting a teammate to Fundstory
  • Giving your teammates dashboard access

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  1. Guides

Getting the most out of team collaboration

Unleash the power of collaboration

PreviousInsights to improve your funding oddsNextGuide to the FundStory Pro Plan

Last updated 3 years ago

Was this helpful?

In this guide we will cover:

  • Inviting a teammate to Fundstory

  • Giving your teammates dashboard access

Inviting a teammate to Fundstory

Proactively analyzing numbers with your teammates is a must-have for any modern-day finance team. Inviting your teammates to Fundstory allows you to unleash the full power of collaborative financial planning software. We have streamlined the process of adding teammates with our intuitive interface. Team members can be invited by selecting "Company Profile" on the left side navbar and then selecting β€œManage team”. From there, just add the email of the team member you want to invite and assign them a role to determine their level of access.

Giving your teammates dashboard access

As with any financial collaboration tool, once your teammates are invited, it's time to assign them to the right task in order to maximize their contribution to the project. Assign teammates to specific tasks, define permissions & exchange ideas at the pace your business needs to succeed. To do this, navigate to the β€œCompany Profile” button on the navbar. From there, select β€œTeam” to view all your invited team members and the permissions for each one. Click on the team member that you want to assign a task to, and edit their permissions to reflect the needs of your organization.

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