Settings
Explaining your settings on the “Organization” left side bar tab (Gear icon)
Team
On the Team tab, you will find everyone who has been invited into your organization.
Permissions
- View and edit - This member has full access to the dashboard.
- Manage team members - This member has the same permissions above with the additional ability to invite more team members into the organization.
You can designate someone as an authorized signatory when inviting them into the dashboard.
Status
-
Active - This member has accepted the email invite.
-
Invited - This member has not accepted the email invite yet.
- You can remove an Invited team member with this status to block them from joining the organization.
Removing team members
Please email us at portal@angellist.com if you need to remove a team member from the dashboard.
Settings
Details
Here you can edit your organization details that appear on the email invites when you invite other team members to your dashboard.
Entities
The entities listed here are any investing entities you’ve created while filling out Transactions.
There is nothing that can be edited on this tab. You can create new investing entities when you start new Transactions or before you submit them.