Manage access to a cap table

You can share access to a cap table with colleagues, investors, lawyers and other interested parties. You can also manage the degrees of viewing and editing privileges.

Important

Save the cap table as described in Save drafts and records.

You must complete this step to proceed or the following warning will appear: "You can not grant access to a personal draft. Please save as a record first, or grant access to a previous record."

  1. Go to the Utilities section in the navigation sidebar and select Permissions > New Permission.

  2. Select the required permission level from the dropdown list.

    To review a description of the permission levels, select the help icon beside the drop down or go to Access permissions below.

  3. Enter the name and email of the person who is being granted access.

  4. Preview the email message to be sent to the person granted access and select Send Email.

    Diligent Equity provides a default language, but you can edit the subject line and the message. The default message announces that access has been given, and provides a link to the sign-in screen.

The tables on the Permissions screen will now show that the email has been sent. After the email has been accepted, the permission will be granted and the status will change accordingly.

Remove or edit access permissions

You can remove or edit someone’s access permissions at any time.

  1. Select the more options icon next to the person's name. A small menu appears.

  2. Select Edit to change permissions.

  3. Select Remove to remove access.

Access permissions

Permission name Description
Owner

Full edit control of the cap table and advanced ownership functions. Only owners can delete a cap table.

For more information go to Advanced ownership functions.
Stock admin Full edit control of the cap table. They can edit the cap table, but cannot manage stock certificates or board approvals.
Stock Editor Edit control of the cap table and read-only for stock options.
Proforma editor Edit the cap table, but without a stamp of approval, like share certificates or board approvals.
Viewer Access all content of the cap table, but in a view-only mode.
Investor View all content of the cap table, except for detailed option allocation.
Option Viewer/HR View all content of the cap table, except for detailed share allocation.
Client View all content of the cap table.
Client of Managed Services Access all content of the cap table, but in a view-only mode. They can also can create scenarios.