How does a superuser differ from an account user (admin) role?

A superuser is the creator of the Eqvista account. This person has the right to take any action in the company account, including giving access to handle the transactions to an account user.

On the other hand, a “User” is a person who (after they get access from the superuser), can issue shares, grants, options, and warrants, terminate the transactions, track the company’s standing, and even add shareholders. This account user is not permitted to change any major information in the company account or even delete the company, unlike the superuser.

Note: A user is not necessarily a shareholder in the company. A user can be someone who needs to view the cap table. A user can only access a specific amount in the app based on the kind of permissions they have.

Here is how a superuser can add a user to the company:

Step 1: Log in to the app and select your company account as the superuser. 

Once you reach the dashboard, click on “Company” and then on “Users” to reach the following page.

Step 2: On this page, you will see a button that says “Add New User” at the top right-hand side of the page. Click on this button to add a new user to the cap table.

Note: A superuser is the only one who handles all major decisions about the cap table –add the users, share access, and delete them.

Step 3: With this, a new panel will appear where you will first have to add the email of the user. 

Once you do this, click on “Submit” and another panel will show up.

Step 4: Once you do this, new fields will appear where you will fill in the details like the first name, last name, and the role of the user. In this case, we are adding a user with the role of Administrator.

There are four roles available for you to choose from – Administrator, Officer, Secretary, and Advisor. 

Once selected, click on “Send invitation”. With this, an invitation to join has been sent to the admin.

Step 5: As soon as you click on “Send Invitation”, you will be directed to the following page below. 

With this, a user has been added to the cap table and would have received an email for the invitation to view the cap table as an administrator. 

Here, you will be able to see the added user and the status of the invitation.

Once the invite has been accepted by the user, the status will disappear as shown below.

Apart from adding users, a superuser can perform various functions – Resend Invitation, Edit, Remove Access, and Change Account Owner. To help you further understand, check out the support article!

Just like this, you can easily add users to your company and give them access to the cap table based on their roles.