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 profile, click on “Company” on the left-side panel on the dashboard. By clicking on this, a sub-menu will appear. From here, click on “Users”. 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 1: 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)
- External Advisor
Let’s take the example of adding an accountant 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.
Step 2: By clicking on “Add New User”, a new panel would 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 3: Once you do this, new fields will appear where you will fill in the details like the first name, last name, and add the role of the user. Once you have filled in these details, select the button that says “Send invitation”.
Step 4: As soon as you click on “Send Invitation”, you will be directed to the following page as 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 accountant. Here, you will be able to see all the users and also add as many users as you want.
Note: Only the Superuser has the option to delete a company and handle all the major decisions about the cap table. A superuser is also the person who can add the users to the cap table.
In case you want to revoke the access, you can easily click on the button beside it that says, “Remove Access”.
Step 5: When you click on this, a new dialogue would 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”.
And with that, the user would be removed from the list and the email they received would no longer help them access the cap table.
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!