Inviting advisors and clients to your SBDC master account Follow

The process for inviting SBDC advisors and clients to your master account is essentially the same, but there are some key differences in how you'll set up their permissions.

For the general steps of creating a user invitation, please see Adding and removing contributors and guests.

Permissions for an SBDC advisor

Each advisor should be sent a Contributor invitation, so they can edit company files in LivePlan. Their access permissions should be set up as shown below:

Note: If your SBDC prefers to give advisors access to all client files in the account, you can absolutely set up permissions that way as well. Click the Select all link to give an advisor access to all companies.

Permissions for a client

SBDC clients should also receive a Contributor invitation, so they can edit their own company file. Their permissions should be set up as shown below:

Note: Some SBDCs prefer to give clients access to add and manage users, so they can invite their own colleagues to collaborate with them in LivePlan.

Making sure an invitation was received

Once you've sent an invitation to an advisor or client, please see Verifying whether an SBDC user invitation was received.