Team & Sharing

How to Invite a Team Member

Give 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.

Roles and Permissions

Understand the difference between Admin, Analyst, and Viewer roles in AskBiz and what each can access.

How to Share a Dashboard

Share AskBiz dashboards with investors, advisors, and external stakeholders — with or without requiring an account — including how to build an investor pack.

Exporting and Downloading Data from AskBiz

Export your AskBiz data as PDF reports, CSV files, or raw data exports for use in Excel, your accountant, or investors.