Inviting accelerators / incubators

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.

Invite external collaborators

Go to [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.
    1. Company Name : Name of the Incubator
    1. Company Type : Select Accelerators/Incubators
    1. Memo : Things to note for internal purpose
    1. User Name : Name of the manager
    1. User Email : Email address of the manager

      An invite will be sent to the email address you entered.

    1. Access Level : Select access levels you wish to grant to the incubator
  1. You can check that the incubator has been added to the list on the [External Users] page.
  1. When the incubator accepts the invitation, the “status” will change to “Joined”.

Collaborator’s account : View company information

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.

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