*Note - this articles shows you how to invite company users, not investors and employees. You can see how to invite investors to view their holdings here.

  1. From the main menu, select 'Settings & Billing'

  2. Select 'User Access' from this page

  3. Click the 'Add User Access' button in the top right corner.

  4. In the invite section, enter the email of the person you want to give access, set their permission level and click the 'Invite' button.

  5. The person will then receive an email similar to the below granting them access to your company on Cake. 

  6. Most companies provide their advisors (lawyers & accountants) with "ADVISOR" access, so that they can access all the platform functionality.

N.B. upon entering the email address, if you receive an error message saying the email address is invalid, make sure there is no 'space' or additional characters at the end of the email address once you pasted it in!

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