Bring your people in. Choose what they see
Invite your accountant, bookkeeper or manager to your SMB workspace. Give each person a role, and share only what they need.
Are you an advisor? See SMB for advisors
Juniper GoodsTeam · 3 peopleAdd Jamie, my accountant, so she can review our numbers.
Here’s what to set for Jamie. You send the invite from Team settings.
Jamie OrtizAccountant · Cedar LedgerGive each person a role.
A role decides what someone can do in your workspace. What they can open is up to you, one share at a time.
Role
Admin
In your workspace
What they can open
Good for
You can change someone’s role any time. Sharing is separate: share your business with an advisor as View, Edit or Full access, and data room files one by one.
Work from the same plan.
Share your business with your advisor, and you both work from the same exit plan. Each step shows whether it’s done, with a note.
- Everyone sees the same stepsNot a copy in someone’s inbox.
- Mark a step done, add a noteEach step has a status and one note, for what’s left or what changed.
- Some steps check themselves offSteps from your SMB readiness check update when the work is done.
From your SMB readinessReview your plan with the advisors who support your business.
You stay in charge.
It’s your business and your data. You decide who comes in, what they see and when they leave.
Change a role any time
Move someone from Member to Viewer, or back, whenever you need to.
See who’s in your workspace
Everyone you’ve invited, with their role.
Remove someone when they leave
Take them off your team from this page, any time.
People
Who should be in the loop?
Tell SMB who you’re thinking of adding. It helps you pick a role and what to share. You send the invites yourself, from Team settings.