Here is the step by step guide on how to add your lawyer to your cap table.
Step 1: Once you have logged into your account on Eqvista, click on “Company” on the left-side panel on dashboard. A sub menu will appear. Click on “Users” on the sub menu as shown below:
Step 2: By clicking on “Users”, you would be directed to the next page where you find an option to add a user.
Note: It is important to understand that a user is not necessarily a person who owns shares in the company. Basically, a user is a person who can view the cap table and manage the cap table as well, if the super user (the person who creates the profile on Eqvista – which is you) gives the permission to.
A lawyer is a person who helps you in making decisions based on your company’s cap table. This is one of the main reasons why you might need to add your lawyer in your company’s profile. And the best way to do so is to add them as a lawyer.
Once you reach on this page, click on “Add New User”.
Step 3: When you click on “Add New User,” a pop up dialogue box would appear as shown below:
You would have to fill in the details like the first name, last name, email address, and role. Other users you can add include the Accountant and the external advisor. Once you have filled in these details, select if you want to share the access to the cap table now or later, and then click on “Submit”.
Step 4: As soon as you click on “Submit”, you would be directed to the following page as shared below.
You can click on the name of the lawyer to edit the details further in case there is any need.
Step 5: After you click on the Name of the Lawyer, you would be directed to the following page.
Here, you would see the option to “Edit Information” at the top right-hand side of the screen. Also, if you wish to delete the user, you can click on the option “Delete” that is beside the option “Edit Information” on the top right-hand side of the screen.
In case you have not yet shared the cap table with the user (Lawyer in this case), you can click on the option “Share Access” that is under the name and the email address on the screen.
If you have any doubts or want to know more, check out the other support articles here or contact us!