Yes, Eqvista allows you to share admin access to your shareholder. And for this, the superuser is the only one who has the power to give admin access. Here is how the superuser can give access to the shareholder on Eqvista.
Step 1: Log into your Eqvista account and select the company profile. By doing this, you will reach the dashboard of the company. Here, you might have already added your shareholder and even given access to the cap table where they can only see their own securities.
Note: If you have not yet added this shareholder in your company profile and still need to add them and issue shares to them, learn how to do it here!
IMPORTANT: For you to give your shareholder access as an administrator, you will have to remove their shareholder access (that is if you have given it to them before). Check out how to do it here!
To check if the shareholder is already added to the company profile, click on “Shareholders” from the left side menu.
Let us assume that the shareholder we are planning to give the administrative rights to is “Bill White” here.
Step 2: Now, since you want to give them more control over the cap table, you will have to invite them as an administrator. For this, click on “Company” and then on “Users” from the left side menu.
You can clearly see that the superuser is the only one here and it is the superuser who can give access to the shareholder. For giving access, you will need to click on “Add New User”.
Step 3: When you click on this, a new panel will appear where you can add all the details of the shareholder.
You will have to add the email address of the shareholder. Type in the email address in the field available and then click on “Submit”.
Step 4: With this, some other options will appear on the side to add in more details about the user you are adding and what role they would have, which also decides how much control they have over the cap table.
Add in the first name and last name of the shareholder. And then, select the role of the shareholder. There are four roles you can choose from, namely:
- External Advisor
In this case, we are talking about giving access to the cap table as an administrator. Hence we selected the option of administrator. Once done, click on “Send invitation”.
Step 5: Once you click on it, the shareholder would get admin access with an email invite. You will also see that they have been added to the list as shown below.
In case you want to take away the access or you gave the wrong shareholder the access, you can instantly terminate the access by clicking on “Remove Access” as shown above.
Thus by using these steps you can easily give the administrator access to your shareholder on Eqvista. To learn more about how to add a shareholder, issue shares, and so on, check out the support articles here!