How to invite others to collaborate

It’s simple to invite collaborators to your Collection — both coworkers or guests outside of your organization.

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

You can also invite guests without CB Insights access to collaborate on a Collection. They will have limited editing power.

Guests can:

  • Add rows
  • Add sheets
  • Leave notes
  • View tags

Guests cannot:

  • Add tags
  • Invite other guests
  • View other notes left by the team
  • Add columns

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