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  3. Administrator

Administrator

  • Estimated value calculation in the stakeholder dashboard
  • Stakeholder access configuration
  • How to preview your stakeholder's investments
  • Task actions in your Capdesk account
  • How to accept your securities through Capdesk
  • Employee equity emails
  • How to merge stakeholders
  • Carta to Capdesk: the migration journey
  • Terminology settings page
  • Dashboard page
  • How to edit company details
  • How to integrate your HR system (HiBob, Bamboo HR and Personio)
  • How to invite investors to Capdesk
  • What does the green tick or the red cross found in the cap table represent in Capdesk?
  • How to add administrators and viewers
  • How to modify and delete stakeholders details (individually and in bulk)
  • How to enable Two-Factor Authentication
  • Forgotten Password
  • What is the difference between draft and published data?
  • Revoking Published Data
  • How to access billing settings and invoices
Capdesk Support