Firm Dashboard And Master Firm Admin
Captable.io Firm Dashboard
For larger legal and accounting firms with more than 10 staff and clients, Captable.io offers a dashboard for all your colleagues to easily browse firm clients and request access to client cap tables. Your clients will also see your firm's branding throughout the Captable.io app. It is free to set up. You can request your firm's dashboard by contacting Ray Shan at email@example.com.
Master Firm Admins
When you have lots of colleagues managing lots of client cap tables, and people rotate on and off clients, it’s hard to keep track of who has access to what. With Captable.io, you can assign Master Firm Admins for your firm. They will be notified when new clients onboard, and manage access for your firm's staff. You no longer need to bother your client's CEO when you need access to a client cap table. Just request access from your Master Firm Admin.
The Master Firm Admins do not automatically have access to all of firm's client data, but they can grant themselves access. The need for this explicit action is designed to leave an audit trail.
When there are multiple Master Firm Admins at a firm, all will receive client access requests from your colleagues. When the first Master Firm Admin takes an action on an access request, other access requests will be deactivated.
To set up a Master Firm Admin, email your Captable.io Support Partner or firstname.lastname@example.org. We will set your new Master Firm Admin up and brief them on how it works.
Dedicated Support Partner
For firms with priority support package, a dedicated support partner is assigned to your firm to support your Captable.io needs, beyond our typical support channel and self-serve Knowledge Base. Learn more about priority support here.