How to Join a New Team

Crunchbase Business users can switch over from one team to another in a few easy steps!

Before you begin the following instructions, please make sure you are logged into your Crunchbase user account, and review the following checklist:

Here's how switching teams works:

1. Your team owner will send an invite to you via email to join the team - it'll look like this:

2. Select Accept Invite
3. Review the terms, and check all three boxes to indicate your agreement:
4. Click Yes, Switch To New Team and you should be all set! 

*Note: We recommend checking out the following articles first, for more information on data retention during the team switch process: 

Does My Data Transfer Over When I Join a New Team?

How Do I Save My Team Data When Joining a New Team?

Need help or guidance? Reach out to us at business_support@crunchbase.com or post your question in the Crunchbase Community.  If you have a dedicated Customer Success Manager, please reach out via email.