Permission and Roles (Admin, Law firm, Accountant)

Eqvista understands that you do not just need shareholders and employees to view the cap table, but also accountants, administrators, external advisors, and law firms (or lawyers). They help you in making a lot of decisions and for that, they need to have a look at your cap table. So, Eqvista allows you to add these people as users and get access to the cap table based on their roles.

Here is a step-by-step guide on how to add these important roles to your cap table, which will give them specific permissions only based on their roles.

Step 1: Once you have logged into your account on Eqvista and selected the company account.

On the dashboard, click on “Company” on the left-side panel. By clicking on this, a sub-menu will appear, and then click on “Users”. 

Step 2: As soon as you click on “Users”, you will be directed to the next page where you find an option to add a user.

Note: A user is not necessarily a shareholder in the company. A user can be someone who just 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.

As of now, there are four main kinds of users you can add to your cap table. They are:

• Administrator (Admin)
• Officer
• Secretary
• Advisor

Let’s take the example of adding an Advisor to the cap table.

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: By clicking on “Add New User”, a new panel will appear where you will need to add the email of the person to invite to the cap table as shown below:

Add in the valid email and you will then get the option to move ahead. After this, click on the button “Submit”.

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. 

Once you have filled in these details, select the button that says “Send invitation”.

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 advisor. 

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, we have explained each below:

#Option 1 – Resend Invitation

Suppose the user has not received the invite yet, you want to resend the invitation. Then, click on “Actions” on the right-hand side to get the mini drop-down menu. Then, click “Resend Invitation”.

#Option 2 – Edit

If you want to change the name of the user and their role, click on “Actions” on the right-hand side to get the mini drop-down menu. Then, click “Edit” to change the details of the user.

Once you do this, you will be redirected to the below page.

#Option 3 – Remove Access

In case you want to revoke the access, you can easily click on “Actions” on the right-hand side to get the mini drop-down menu. Then, click “Remove Access”.

When you click on this, a new dialogue will appear asking if you are sure you want to remove access. If you want to remove it, then click on “Remove access” and if you do not want to remove it, then click on “Cancel”.

With that, the user would be removed from the list and the email they received would no longer help them access the cap table.

#Option 4 – Change Account Owner

Let’s say you want to change the account owner, then click on “Change Account Owner”. Once you click, you will be redirected to the below page.

Then, enter a valid email and you will then get the option to move ahead. After this, click on the button “Submit”.

Just like this, you can easily add the other users as well with their specific roles. If you have any doubts or want to know more, check out the other support articles here or contact us!