Who can you invite?
- Co-investors in your syndicates
- Accountants who need to see your portfolio
- Business partners managing wallets together
- LPs / investors wanting transparency
- Advisors who should stay informed
Partners see: a read-only dashboard for the wallets you assign them.
Partners cannot: edit data, import files or change settings.
Partners cannot: edit data, import files or change settings.
How to invite someone
- Go to the Admin panel (settings / gear icon)
- Click "Invite partner"
- Enter their email address
- Select which wallets they can access
- Click "Generate invite"
- Copy the invite link
- Send them the link (email, text, whatever)
What happens when they click the link
- ✅ Only the wallets you assigned them
- ✅ All your deal data and metrics
- ✅ Monthly performance breakdown
- ✅ Branded with your organization name
- ❌ No import/export buttons (read-only)
- ❌ Cannot edit or change anything
They sign in with their Google account, and they're in.
Can I change their access later?
Yes.
- Go to the Admin panel
- Find the partner
- Edit their wallet access — add wallets they should see, remove wallets they shouldn't
- Changes take effect immediately
What if I want to revoke access?
- Go to the Admin panel
- Find the partner
- Click "Remove"
- They lose access immediately
Multiple invites to the same person
- First invite: they get access to wallets A + B
- Second invite: they get access to wallets A + B + C (combined)
- They never lose previously granted access