Yes. A spouse, co-founder, accountant or business partner can be added to help complete the application and gather documents.
Click through the walkthrough above to see the access flow and where the role is chosen.
The roles you can give them
When members are invited to a business, each one is assigned a role.
Business Owner. Top-level access: view, fill, upload and track.
Collaborator and Partner. Lighter access, so someone can help without full owner control. See the roles article below for exactly what each one can do.
The benefit is simple: the application does not sit with one busy person's desk.
Related
Inviting Business Clients or Partners to the Platform. Add the extra people yourself from the business profile.
What roles can I assign to people I invite, and what do they control?. What each role can actually see and do.
How does an invited teammate or partner accept their invitation?. What the accountant or spouse receives next.
What is the difference between business-level access and deal-level access for my client?. Decide how wide the extra person's access should be.
Ready to sign up?
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