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