This article explains how you can invite existing individuals to your company's Shoobx account after completing the onboarding process in four easy steps. Please note that, to invite an entity into Shoobx, you will need to do so from the "Companies & Firms" section of the directory.
- From the Shoobx home screen, click on the "Start New Workflow" button:
- Select "Invite Users" under the "User Directory" heading on this next screen:
- Shoobx will pre-seed any users in your company who have not been invited to the platform. You will be able to invite them all in bulk to your Shoobx account if you choose to do so. On this page, you can customize the "Welcome to Shoobx" email (by selecting the "Edit" button) and can select which users you would like to invite to your Shoobx account.
- If there is any missing information for a user you have decided to invite to Shoobx, you will be prompted to enter this information on the next screen in the workflow. Once you select "Continue," emails are sent out to all users and entities you have specified on the prior screen and they will all receive a link inviting them to set up their Shoobx account! If they have any questions about this process, it may be helpful to direct them towards our Activating Your Account article.
Once you have invited these users, they will receive an email that will allow them to set up their account and they will have access to view documents and/or the Cap Table in your company's Shoobx account.
Please note: You can customize what each user's access level is like by following these instructions: Viewing and Granting User Permissions and you can customize a third-party entity's permissions by following these steps: Creating Relationships with External Companies.
If you have any questions that are not addressed in this article let us know by emailing firstname.lastname@example.org!