How-toPeak Cashflow
How do I invite my team or my tax advisor to Peak Cashflow?
Under Settings → “Team & access”. Roles: CFO and Finance can edit; Accounting and Tax advisor can only view the plan. Company admins copy an invite link or grant access by Google address.
- Open Settings → “Team & access”.
- Under “Invite as”, choose the role, then “Copy invite link”. The link is valid for 7 days and can be used once.
- Or enter a Google address under “Access by email”. When the person signs in with it, they're added automatically. No email is sent.
Next step
Open settingsExplains this message
The invite link couldn't be created.
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