How can I add someone else to my account?

To add a new user to your AngelList account, click here then click the “Add Team Member” icon in the upper-right-hand corner of the page. You’ll be prompted to provide the new team member’s full name, email, and define their access permissions. Once complete, the new team member will receive an email inviting them to access your account. (Note: The new Team Member will need their own AngelList account to log in as a Team Member. They can create an account here.)

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You can customize the permissions you want to give each Team Member. Below are some details of what each permission setting allows, and common use cases for those permissions. You can give a Team Member more than one permission. If you would like them to have the exact same abilities as you, simply select all of the checkboxes.

Team Member Permission What They Can Do Ideal For
View all areas of your invest account - View your full account, including tax documents - Accountants
- Financial advisors
- Auditors
Add team members and assign roles - Add team members and assign roles Colleagues and assistants who know how your business account should be set up to include everyone
Set up bank accounts and transfer funds - Add ACH and wire withdrawal accounts to your AngelList Funding page
- Fund investments you've signed for (but no other investments)
- Transfer funds between investment entities
- Withdraw funds from your funding account
Anyone you trust completely with your money. Examples:
- Spouses
- Business partners
- Co-trustees
- Etc.
Review deals and make investment decisions - View and pass on deal invites Colleagues and assistants who know which types of investments do NOT interest you
Sign for investments on behalf of your entities - Sign for investments on behalf of your entities Anyone you trust to legally commit you to an investment. Examples:
- Spouses
- Business partners
- Co-trustees
- Etc.
All of the above - Everything (admin-level permissions) Anyone you want to have the exact same investment abilities as you. Examples:
- Spouses
- Business partners
- Co-trustees
- Etc.

 

Team Member permissions will also affect the type of email each Team Member receives. Below are some of the common emails sent out by AngelList, and which Team Members will receive them.

Email Type Email Recipient CC Team Members Who Have the Following Permissions...
Syndicate Application Received and Accepted User who applied None
Pro-Rata Deal Invites User associated with previous closing - Admin (all permissions)
- Review Deals & Make Investment Decisions
Pro-Rata Deal Reminders User associated with previous closing None
Deal Invites (via platform invite tool) User associated with the closing - Admin (all permissions)
- Review Deals & Make Investment Decisions
Deal Reminders User associated with the closing - Review Deals & Make Investment Decisions
- Additional Contact Users
- Sign for Investments on Behalf of Your Entities
PCN Daily Digest Superbacker user - Admin (all permissions)
- Review Deals & Make Investment Decisions
DDI Daily Digest User - Admin (all permissions)
- Review Deals & Make Investment Decisions
Deal Confirmation Emails User associated with the closing - Review Deals & Make Investment Decisions
- Additional Contact Users
- Sign for Investments on Behalf of Your Entities
Capital Call Funding Emails User associated with closing into the fund - Admin (all permissions)
- Setup Bank Accounts and Transfer Funds
- Sign for Investments on Behalf of Your Entities
- View All Areas of Your Invest Account
Exits/Acquisitions/Distributions (these are Posts) User associated with the closing - Admin (all permissions)
- Review Deals & Make Investment Decisions
Tax-Related Emails Primary user on account - Admin (all permissions)
- Setup Bank Accounts and Transfer Funds
- Sign for Investments on Behalf of Your Entities
- View All Areas of Your Invest Account
- Review Deals & Make Investment Decisions
Notifications for New Messages Message recipient(s) None
Notifications for New Posts Recipient user - Admin (all permissions)
- Review Deals & Make Investment Decisions

 

 

 

 

 

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