Share access to the cap table for the shareholder to view the folder. There are two types of access granted: The shareholder can view the shared folder in the documents section, depending on their access type. Here are the steps to follow: Step 1: Once the folder is shared, an email will be sent to the …
After creating your company on Eqvista, it is quite simple to issue shares, securities, share documents, and even folders with shareholders. Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click on “Documents” on the left side. Step 2: Once you click, you will be directed to the page …
Eqvista allows you to view the documents attached to the grant along with the shares issued. Log into Eqvista account and select your company. Shares and Securities If you have already issued shares and securities, and would like to attach document to the grant. To attach a document, click on “Add Document”. The document will be added, and you …
In Eqvista, documents can be attached to a grant directly or when sharing documents with stakeholders. Along with shares issued, the stakeholders can view the attached documents. There are two ways in which you can add documents to a grant. Here are the steps to follow: Step 1: Log into Eqvista account and select your company. …
The delegate access allows users to view the cap table and company information, depending on the access that has been delegated. Eqvista simplifies the process of switching between delegate accounts. Here are the steps to follow: Step 1: An email will be sent with delegated access, and click on “Manage Delegations” as shown below. Note: …
The terms “share access” and “delegate access” often refer to different levels of permissions granted to access the cap table and company information. Some of the key differences between share and delegate access: With Eqvista, you can delegate shareholder access to view the grants, participate in board resolutions, sign and request electronic certificates, and sign …
A user can view the cap table and company information based on the delegated access. When Should You Delegate Access? Delegate Access is typically used where centralized, scalable management of multiple accounts is needed. Here are a few cases in which you can delegate access: With Eqvista, you can delegate account user access and appropriate access …
The superuser can grant shareholder access or full access to the company’s cap table. The shareholders have the option to decline the invitation to access the cap table. Here are the steps to follow: Step 1: An invitation will be sent to the shareholder which needs to be accepted. This is a sample of the …
The share access allows the superuser to grant access to the company’s cap table with their shareholders, employees, investors, board members, and accountants. There are two types of access granted to shareholders – shareholder access and full access or admin access. Here are the steps to follow: Step 1: Log into Eqvista and select your …
The account owner can share access to the cap table with their shareholders, employees, investors, board members, and accountants. When it comes to giving access to shareholders, there are two types – shareholder access and full access or admin access. Under the shareholder access, stakeholders have the option to view their grants, take an interest in board …
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