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Team & Sharing

Invite your team, set permissions, share dashboards, export reports, and collaborate with your accountant and investors.

8 articles

All Articles

How to Invite a Team Member
Give colleagues access to AskBiz with the right role for their needs — and learn which role to assign based on what each person in your team actually does.
5 min →
Roles and Permissions
Understand the difference between Admin, Analyst, and Viewer roles in AskBiz and what each can access.
4 min →
How to Share a Dashboard
Share AskBiz dashboards with investors, advisors, and external stakeholders — with or without requiring an account — including how to build an investor pack.
6 min →
Exporting and Downloading Data from AskBiz
Export your AskBiz data as PDF reports, CSV files, or raw data exports for use in Excel, your accountant, or investors.
3 min →
Guest Access: Sharing With External Stakeholders
How to give investors, board members, or clients read-only access to specific dashboards without creating a full AskBiz account.
4 min →
Team Notifications: Keeping Your Team Informed
Configure which alerts, briefs, and reports are delivered to which team members — and how to avoid notification overload.
4 min →
Sharing Data With Your Accountant
The best ways to give your accountant access to financial data from AskBiz — whether through direct access, exports, or scheduled reports.
4 min →
White-Label Reports: Branded Exports for Clients
How to create branded PDF reports with your logo and colours to share with clients or stakeholders.
3 min →

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