> For the complete documentation index, see [llms.txt](https://doc.fundstory.com/product-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://doc.fundstory.com/product-docs/guides/getting-the-most-out-of-team-collaboration.md). # Getting the most out of team collaboration ## In this guide we will cover: * Inviting a teammate to Fundstory * Giving your teammates dashboard access ![Platform tip video series coming soon!](/files/OA0Nw47HaOPG45RjH5FY) ## **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 “Manage 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 “Company Profile” button on the navbar. From there, select “Team” 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://doc.fundstory.com/product-docs/guides/getting-the-most-out-of-team-collaboration.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.