Settings

Access Settings

• Administrator Settings
• Establishing An Exercise Approver
• Selecting and Changing Signatories

Account Settings

• Managing Email Preferences
• Signing Up To Capdesk
• Two-Factor Authentication
• Resetting Your Password
• Adding Multiple Email Accounts
• Managing Your Capdesk Account

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Company Settings

• Accessing Capdesk's SOC 2 Report
• Company Dashboard Overview
• Enabling Equity Add-Ons (Equity Modules)
• Linking Your DocuSign Account to Capdesk
• Setting Deadlines to Sign Documents
• Documents Page Overview

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