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 company account.

Eqvista login

From here, you will reach the dashboard and click on “Shareholders” from the left-side menu. 

shareholders

Step 2: With this, you will be directed to the page where you can see the shareholders who have access and the ones not invited will have the status “Not Invited”.  

Note: To provide share access, you must add a shareholder profile. Check out the support article to know more about giving share access.

Suppose you want to share the access with the shareholder, click on “Manage Access”.

Manage shareholder access

Step 3: When you click on the “Manage Access” button, a small panel appears as shown below.

Manage access

On the left side, type in the email address and click on the search. You will get two options to choose from:

  • Under the shareholder access, stakeholders have the option to view their grants, take an interest in board goals, sign and request electronic certificates, and sign grant acceptance.
  • Full access or admin access gives full access to the company’s cap table.

In this case, we select “Shareholder Access” and click on “Provide Shareholder Access”.


Step 4: An invitation will be sent to the shareholder which needs to be accepted. This is a sample of the invitation that appears to the shareholder. 

shareholder invitation

The shareholder should accept the invitation to access the company account and click on “Accept Invitation”.

Note: To decline the invitation, click on “Decline Invitation”. Check out the support article to know more about declining invitations.

SCENARIO 1 – NEW USERS

Once the shareholder clicks on “Accept Invitation”, redirects to create a profile/account on Eqvista. Add a new password for your account by filling a new password and confirm the new password field.

New Users

Once you have filled in the details, click “Create Account”.

SCENARIO 2 – REGISTERED USERS

The shareholder clicks “Accept Invitation” and then logs in to Eqvista with the registered account credentials (email address and password).

Registered users

Step 5: Then, the shareholder will be redirected to the shareholder access view dashboard as shown below. 

Note: On the page, you will find data to manage your cap table from the dashboard. To further understand how to view the dashboard, check out the support article.

dashboard

For more information on Eqvista’s other features, check out our support articles or get in touch with us today!

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