Who is a superuser?

A superuser is a person who creates an account on Eqvista. This person can be the founder, director, or even the admin for your company, although it is advised that it should always be the founder. The superuser has control over all the actions on the company account on Eqvista. They have the power to:

• Create a company account 
• Create shareholder profiles
• Issue grants, options, warrants, and convertible notes
• Permit shareholders to download their grant certificate after getting it signed
• Cancel/terminate grants, options, convertible notes, warrants, and vesting schedules
• Create board resolutions and send them out to be approved
• Give shareholder access or complete permission to view the cap table through their ID. 
• Add users and assign roles (Administrator, Officer, Secretary, and Advisor) which give them specific permissions based on their roles
• Delete a company account

The superuser would be the one who takes care of all the transactions that take place on the company account. This is why this person is called a superuser, as they can use all the functions in the application.

UPDATING SUPERUSER PROFILE

If you want to update the super user profile such as name, email, password, manage notifications, add profile image and signature. You can do it as follows.

Once you login to your superuser account. 

On the top right-hand side of the dashboard, click the super username and a drop-down box will appear as shown below.

Click on “My Profile” and you will see the profile details along with 5 tabs.

#Tab 1 – Update Profile

 If you want to change the first name and last name.

Note: The email address linked to the account cannot be edited.

Check out the support article to understand how to update your profile in detail.

#Tab 2 – Notifications

The next tab, helps you manage the notifications you receive regarding your account and Eqvista. 

To know more about managing notifications, check out our support article.

#Tab 3 – Change Password

Similarly, when you go to the next tab you can see the option to change your account password.

For a detailed understanding of changing passwords, refer to our support article.

#Tab 4 – Upload Avatar

In the next tab, you can see the option to upload a profile image.

Check out the support article to learn how to upload a profile picture.

#Tab 5 – Signature

Similarly, when you go to the next tab you can see the three options to create a signature – Upload file, Draw, and Type signature.

#Tab 6 – Two Factor Authentication

In the last tab, you can see the option to enable two factor authentication for extra security.

For a detailed understanding of enabling two factor authentication, refer to our support article.

To know more about creating signatures, check out our support article. As mentioned above, to be a superuser, you need to create an account on Eqvista and then a company. Check out the support article here to understand how to do it.