Sharing Companies
Share companies with other organizations, including direct shares, email invitations, batch operations, and billing options.
Overview
Levelup allows you to share companies with other organizations so they can view or collaborate on financial data. You can share one company at a time, share multiple companies in bulk, or send email invitations to recipients outside your current organization list. Each share includes configurable access levels, expiration settings, and billing responsibilities.
Sharing Methods
Direct Share with an Organization
If the recipient organization already exists in Levelup and appears in your organization list, you can share directly.
- Navigate to Organization > Company Sharing.
- Open the share dialog for the company you want to share.
- Select the target organization from the dropdown.
- Configure the sharing terms (see Sharing Options below).
- Confirm the share.
The recipient organization will gain access immediately.
Email Invitations
If the recipient is not yet part of an existing organization in your list, you can invite them by email.
- Navigate to Organization > Company Sharing or open sharing from a specific company.
- Choose the email invitation option.
- Enter the recipient's email address.
- Configure access level, expiration, and billing responsibility.
- Send the invitation.
Batch Sharing
You can share multiple companies at once with the same organization or email recipient.
- Navigate to Organization > Share Companies (the bulk sharing page).
- Select the companies you want to share using the checkboxes in the data table.
- Click Share Companies in the toolbar.
- Choose whether to share directly with an organization or via email.
- Configure the sharing terms that will apply to all selected companies.
- Confirm the batch operation.
The system processes each company individually and reports which shares were created and which were skipped (for example, if a share already exists).
Sharing Options
When creating or updating a share, you can configure the following settings.
Access Level
- Read -- The recipient can view financial data but cannot make changes.
- Write -- The recipient can view and modify data for the shared company.
You need write access to a company in order to share it.
Expiration
- Indefinite -- The share does not expire and remains active until manually revoked.
- Date-based -- Set a specific expiration date after which the share automatically becomes inactive.
Billing Responsibility
Controls who pays for the shared company's subscription costs.
- Sponsor -- Your organization continues to cover the billing for the shared company.
- Transfer on Accept -- Billing responsibility transfers to the recipient organization when they accept the share.
Reciprocal Share-Back
When sharing a company, you can optionally request that the recipient share data back to your organization.
- Set the share-back access level to either read or write.
- Leave it unset if you do not need reciprocal access.
Affiliate Program
If your organization participates in an affiliate program, you can associate a share with an affiliate program ID. This tracks referral metrics and billing credits. Affiliate statistics are available under Organization > Company Sharing via the affiliate stats view.
Permissions Required
- You must have write access to a company in order to share it.
- Batch sharing and the bulk sharing page require an Owner or Admin role in your organization.
Next Steps
- Receiving Shared Companies -- How recipients accept or decline shares.
- Managing Shared Access -- Update terms, revoke access, and manage existing shares.
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