Invite your team
Add partners, analysts and scouts from the Team screen, and choose what each person can manage.
Investryx has no per-seat pricing, so invite everyone who touches your deal flow. Deals and contacts are shared firm-wide; what differs between people is whether they can manage workspace settings.
Access levels
| Access | What it allows |
|---|---|
| Owner | Everything, including billing. A workspace always keeps at least one Owner. |
| Admin | Same as Owner for day-to-day administration: invites, access changes, Firm profile, Integrations, Language and Plan & billing. |
| Member | Full access to all product content — companies, deals, portfolio, reporting. Cannot open the admin tabs in Settings. |
Only Owners and Admins can invite members, change someone’s access, deactivate a member or resend an invite. An Owner cannot be deactivated until ownership has been transferred to someone else.
Invite a member
- Open Team in the sidebar.
- Select Invite member.
- Enter the person’s Full name and Work email. Title is optional and shown on their profile.
- Choose an access level in the Role dropdown: Member, Admin or Owner.
- Select Send invite.
The person receives an email with a sign-in link. Until they accept, they appear in the list with the status Invited. If the email did not arrive, open the member’s row and select Resend.
Manage a member
Select a row on the Team screen to open the member drawer. From there you can:
- Change the access level from the Access chip (Owners and Admins only).
- Edit profile — full name, title, phone, location and a short bio.
- Deactivate member to remove access without deleting their history. Deactivated members can be reactivated later.
The Workload column shows how many deals each person leads or supports and how many portfolio companies they cover. Selecting it lists the deals by name.
Deal teams
Access levels control settings, not deal visibility. On a deal, the Deal team decides who is accountable: one or more Lead (PIC) members own the deal, and Supporting members can view it, add notes and receive updates. You set the deal team when you create a deal and change it later with Assign on the deal card.