How to Invite a Team MemberRoles and PermissionsHow to Share a DashboardExporting and Downloading Data from AskBizGuest Access: Sharing With External Stakeholders
All Articles
How to Invite a Team MemberGive colleagues access to AskBiz with the right role for their needs — and learn which role to assign based on what each person in your team actually does.
5 min
Roles and PermissionsUnderstand the difference between Admin, Analyst, and Viewer roles in AskBiz and what each can access.
4 min
How to Share a DashboardShare AskBiz dashboards with investors, advisors, and external stakeholders — with or without requiring an account — including how to build an investor pack.
6 min
Exporting and Downloading Data from AskBizExport your AskBiz data as PDF reports, CSV files, or raw data exports for use in Excel, your accountant, or investors.
3 min
Guest Access: Sharing With External StakeholdersHow to give investors, board members, or clients read-only access to specific dashboards without creating a full AskBiz account.
4 min
Team Notifications: Keeping Your Team InformedConfigure which alerts, briefs, and reports are delivered to which team members — and how to avoid notification overload.
4 min
Sharing Data With Your AccountantThe best ways to give your accountant access to financial data from AskBiz — whether through direct access, exports, or scheduled reports.
4 min
White-Label Reports: Branded Exports for ClientsHow to create branded PDF reports with your logo and colours to share with clients or stakeholders.
3 min