Introducing the NOAN Advisor Portal
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We're excited to announce the launch of the NOAN Advisor Portal—a powerful new way to collaborate with business coaches, advisors, and investors!
What's New
- Advisor Portal Access: Invite trusted advisors to your NOAN workspace and give them tailored access to your business insights and tools.
- Customizable Permissions: Control exactly what your advisor can see and do with easy-to-use Advisor Portal Settings.
- Personalized Dashboards: Advisors get a streamlined dashboard experience, only showing the features and data you choose to share.
- Smart Block Sharing: Select specific business data, documents, and insights for your advisor to view.
- Collaborative Content Creation: Allow advisors to create or collaborate on content directly within your workspace.
- Connected Apps Integration: Share sales data (Stripe) and website analytics (Google Analytics) securely and selectively.
- Activity Widgets: Enable or restrict access to tasks, news, project updates, and the Dashboard Assistant for real-time Q&A.
- Dedicated Document Sharing: Share links to essential company documents—such as pitch decks, financial projections, and cap table information—securely with your advisor through a dedicated Documents widget.
Why It Matters
The Advisor Portal is the next generation of business collaboration and secure datarooms—giving you total control, privacy, and flexibility as you work with external experts.