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Team Management

Invite company users and give each person the right workspace role.

Roles

  • Admin: full company workspace access, including billing, customization, team management, and content.
  • Editor: content access for releases, filings, events, board members, and related IR material.

Invite a teammate

  1. Open Team & Users.
  2. Enter the teammate’s work email and choose Admin or Editor.
  3. Send the invitation and ask the recipient to use the newest email.
  4. Review access regularly and remove people who no longer require it.