How to invite others to collaborate

It’s simple to invite others to your Collection — both teammates who have a CB Insights account, and guests who do not.

First, select the share button. Then, choose which teammates or guests you’d like to invite. Once invited, your teammates with CB Insights access can add companies, tags, and even leave notes and edit Market Maps within your Collection.

Guests can:

  • Invite other guests
  • Add rows
  • Add columns
  • Add sheets
  • Leave notes
  • View tags

Guests cannot:

  • Create new Collections
  • Add tags
  • View other notes left by the team

Did this help answer your question?

thumbs up
thumbs down

Thanks for the feedback! 🙏🏽