Previewing Stakeholders' Dashboards

You can preview what your investors will see on their accounts as if all transactions are published, accepted and signed.

This is not necessarily the view your stakeholder is able to see at the moment you are previewing it. If they have pending tasks such as accepting their shares or signing agreements, they will first need to complete these in order to see their complete portfolio.

1. Navigate to Ownership > Cap Table.

2. Click on the Action menu on the right hand-side of the stakeholder entry you would like to preview the dashboard and click Preview Dashboard.

3. A new browser tab will open and you will be able to preview the dashboard.

Based on the type of securities issued to your stakeholders, they might have access to the Employee Dashboard or the Investor Dashboard, so your preview of their dashboard will also vary according to the dashboard available to each stakeholder.