Adding Team Members

Collaborate with your team on StartupVision (Builder and Enterprise plans).

Inviting Team Members

1. Go to **Settings > Team**
2. Click **"Invite Member"**
3. Enter their email address
4. Select their role
5. Click **"Send Invite"**

The invitee will receive an email with a link to join your workspace.

Team Roles

Admin

• Full access to all features
• Manage team members
• Access billing settings
• Delete validations

Member

• Create and view validations
• Generate documents
• Collaborate on reports
• Cannot manage team or billing

Viewer (Enterprise only)

• View-only access
• Cannot create or edit
• Perfect for advisors

Managing Team Members

Change Roles

1. Go to Settings > Team
2. Click on a team member
3. Select new role
4. Save changes

Remove Members

1. Go to Settings > Team
2. Click the menu (three dots) next to a member
3. Select "Remove from team"
4. Confirm removal

Team Limits

• **Builder**: 5 team members
• **Enterprise**: Unlimited members

Need more seats? Contact sales.