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How can I share access to my Cap Table?

To share access to your company's account, including the cap table, you must be a user with "admin" permissions in your company:

  1. Click the gray "Users" button that appears in the left nav bar.
  2. Click the button at the top to "Invite User".

Note:  There are 3 possible "permission levels" you can specify for a new user:

  1. Admin - can see and manage all records.
  2. View All - can see all records, but can't make any changes.
  3. View Self - can only see their own records (e.g. their line in the cap table), nothing else.

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