Help & Guides›External Members

External Members

Invite trusted people outside your organization — advisors, partners, investors — to expand your network without sharing sensitive data.

What are external members?
Understand the external member role and when to use it.
Inviting external members
Send invitations and manage the onboarding flow for outside collaborators.
Permissions and data access
What external members can and cannot see in your workspace.
Use cases for external members
Advisors, investors, channel partners, and recruiting firms — common scenarios explained.
What you get by joining as an external member
Got an invitation? Here's exactly what you gain — and what stays private — when you accept.