Assign Stakeholders Profiles to Users

In Captable.io, a stakeholder can have multiple user accounts. An user can also have multiple stakeholder profiles.

Example use cases:

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

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

Click on Edit Viewer:

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

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