Inviting others to your organization – Help Center

Add team members to your organization so they can collaborate on due diligence and access shared portfolio companies.

How to Invite Users to Your Organization

Go to the "My Org" page (Click the company name in the upper-left corner)

Click "Invite New User"

Enter the recipient's email address

⚠️

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

Click "Send Invitation"

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:

Companies

All companies added by anyone in the organization

All data shared by those companies

Company overview and investment analysis

Capabilities

Add new companies to the organization

Request data from companies

Create automated models

Invite additional users to the organization

When anyone adds a company or receives data, it's automatically accessible to all members of your organization.

Private Access

AI Chats are private - each user has their own chat sessions that are not visible to other organization members.

Your chats remain private to you

Chat history is not shared across organization members

This allows team members to explore different questions without cluttering each other's chat history.