This document is for startups and collaborators (eg. incubators, accelerators) hoping to use QuotaBook together.
THIS PAGE EXPLAINS HOW TO:
💡 Send an invitation to incubators! They can check your company’s HR status, funding history and corporate valuation in real time.
Go to [Company Settings] → [Users & Permissions] → [External Users] → [ + Add Collaborator]
1. Select Accelators/Incubators as the company type and fill out the rest of the information. Click [Submit] to send an invitation.
a. Company Name : Name of the Incubator
b. Company Type : Select Accelerators/Incubators
c. Memo : Things to note for internal purpose
d. User Name : Name of the manager
e. User Email : Email address of the manager
An invite will be sent to the email address you entered.
f. Access Level : Select access levels you wish to grant to the incubator
2. You can check that the incubator has been added to the list on the [External Users] page.
3. When the incubator accepts the invitation, the “status” will change to “Joined”.
External collaborators invited to Quotabook can find a list of the companies under the portfolio menu on the upper left corner.
By clicking one, they will be able to see the information you (startup) gave access to.