This access type is best used if you are looking to provide your lawyer, accountant, registered agent, or general advisor with access to your account.

Watch a 2 minute video here walking through how to invite your advisor to your Cake account or scroll for some quick instructions -

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

  2. Select 'User Access' from the top of the 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 to 'Advisor' and click the 'Invite' button.

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

N.B. It is important that the advisor signs up / logs in to Cake using the same email address that the invite was sent to. The email will confirm the email address to be used.

The confirmation codes do expire so if the advisor receives an 'invalid code' message, the company can re-send the invitation.

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