Assign shareholder profiles to users

In, a shareholder can have multiple user accounts. An user can also have multiple shareholder profiles.

Example use cases:

  • An authorized individual of an investor administers the investor's multiple funds, which are represented as multiple shareholder profiles in
  • Assign a shareholder profile to an user if the user was invited to the company account before the shareholder profile was created.
  • Grant access to a shareholder using 2 different emails. Just invite both emails to the cap table with Ownership access, then map both users to the same shareholder profile.

To use this feature, go to Sharing Settings, click on a user's name:

Click on Edit Viewer:

Check the existing shareholder profiles this user should be associated to, then save:

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