Inviting others to your organization – Help Center

Add team members to your organization so they can collaborate on connecting company data sources and managing investor requests:

How to Invite Users to Your Organization

Go to the "My Org" page (Click your company’s name in the upper-left corner of the sidebar navigation menu)

Click the "Invite New User" button

Enter the recipient's email address

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For security purposes, we suggest inviting teammates that have an email address matching your organization's email domain. This ensures only authorized members of your business can access your organization's data.

Click "Send invite"

The recipient will receive an email invitation to join your organization on Verified Metrics.

Managing Invitations

If Someone Hasn't Responded

You can resend the invitation from the "My Org" page:

Go to "My Org"

Find the pending invitation

Click "Resend Invitation"

When Someone Accepts

You'll be notified by email when an invited user creates their account. The new user will appear as "Active" on your organization’s list of users.

What Organization Members Have Access To

Shared Access

All members of your organization have access to:

Uploaded files

The ability to connect accounting/banking data sources, and to upload/download files

The ability to invite additional users to the organization

Accept requests to data requests from investors, if they were the specified recipient of the request