Yes, Eqvista allows you to share admin access to your shareholder. And for this, the superuser is the only one who has the power to give admin access. Here is how the superuser can give access to the shareholder on Eqvista. Step 1: Log into your Eqvista account and select the company profile. By doing … Continued
Yes, Eqvista allows you to share admin access to your shareholder. And for this, the superuser is the only one who has the power to give admin access. Here is how the superuser can give access to the shareholder on Eqvista.
Step 1: Log into your Eqvista account and select the company profile. By doing this, you will reach the dashboard of the company. Here, you might have already added your shareholder and even given access to the cap table where they can only see their own securities.
Note: If you have not yet added this shareholder in your company profile and still need to add them and issue shares to them, learn how to do it here!
To check if the shareholder is already added to the company profile, click on “Shareholders” from the left side menu to reach the following page.
Note: Unlike users, you can just provide access to the shareholders from here by adding their shareholder profile. For users who are not shareholders, you will need to create their profile under the “Company” tab. Check out the article here for more details!
Now there are two ways to share access to the shareholder.
Let us assume that the shareholder we are planning to give administrative rights to is “Your Investors Inc”. here. You will see the button saying “Access” on the right side of the Email column. Click on this button.
Step 2: Now, since you want to give them control over the cap table, you will have to invite them as an admin. When you click on the “Access” button, a small panel appears as shown below.
Note: In this case, the shareholder has not been given the shareholder access as well.
On the left side, type in the investor’s email address and click on the search button beside it. You will get two access options to choose from:
- Shareholder Access: This is to give the user shareholder access to the cap table, where they can only browse their grants, participate in board resolutions, sign and request electronic certificates, and sign grant acceptances.
- Full Access: This is admin access where the shareholder can view the complete cap table.
Here, we select “Full Access” as shown below.
After selecting this, click on “Provide full access”.
You can also click on “Cancel” that is on the top right hand side, if you change your mind or if you selected the wrong shareholder to share access with.
Step 3: When you click on this, you will see the panel disappear and the status change from “Not invited” to “Shared”.
Let us assume that we want to offer access to the next shareholder in the list who is “Catherine Price”.
Click on the name here to reach the page where you can see all the details of this shareholder.
Step 2: Here, click on the button “Share Access” as you can see below.
Step 3: When you do this, the same panel will appear as it did in the previous steps for the last shareholder.
Add the email in the field and then click on the search button, which is the magnifying glass here. When you do this, the option to select the access type will show up as below:
Select the “Full Access” option and then click on the “Provide full access” button. And access will be given to the shareholder while the panel will close.
Step 4: The shareholder will be invited to accept access given in both these methods. From the first method, if you click on the shareholder name, you will reach the shareholder page where you can see the update on the access.
In the second method, once you complete the process of sharing access, you will be back on the page where you can see the shareholder details and access as shown below:
Note: Both methods will show you the same thing.
As shown above, you will see that the access has been shared.
In case you want to take away access or you gave access to the wrong shareholder, you can instantly remove access by clicking on the “Remove Access” button.
Thus by using these steps, you can easily give administrator access to your shareholder on Eqvista. To learn more about how to add a shareholder, issue shares, and so on, check out the support articles here!
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