Time Required: 5 minutes ⏱️
Prerequisites: Your InvestorHub invitation email and your team members' emails
Outcome: Your team is in the workspace and ready to use the product
Table of Contents
Accept your investor hub invitation
Your client success manager will send you an invite email to join the platform. You can search for this email in your inbox with the subject: Activate your investor hub account for [Company Name].
If you haven’t received this yet, reach out to your Client Success Manager and they will send it through!
Invite team members
To invite your colleagues to the platform, go to the Team tab under Settings. Click Invite user in the top right hand corner and add their email address, title and role. You can add team members as "Admins" or "Viewers" on the platform.
Admins have full view and edit access. This includes managing organisation settings and inviting other team members.
Viewers can view only. They can not edit any data or invite users.
All the steps above are demonstrated in the below video:
Next steps ➡️
Your workspace has all its users, now it's time to customise your Investor Hub.
Want to skip ahead? Check out the other steps below:
FAQs
I haven't received my invite link yet, what do I do?
If you haven't received your invite link in your inbox, not to worry! You can reach out to your Client Success Manager and they will send it through to you. You will usually get sent your invite link after you have had your first intro call with them.
The invite link doesn't work, help!
If the invite link doesn't work, it is probably because the link has expired as invite links expire after 48 hours. You can request a new link when clicking the "Activate your account" button. If this still doesn't work, please contact your Client Success Manager.
I don't know who to invite?
We recommend that you invite any colleagues that may be involved in your investor relations. This many include the CEO, MD, CFO, Company Secretary, Head of IR, Marketing Lead or the external IR team. Don't worry if you are not sure, you can always come back and change permission and access of your team.
I want to invite more than one of my teammates, how do I do this?
Perfect, the more the merrier! You can follow the steps in the video to add multiple team members one after the other.