Frequently Asked Questions

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How to Invite Team Members
Onboarding Process
OBCL: How to expand and collapse the OBCL cards
How to check invite status
How to Create a Custom Role
New Roles and Permissions
How to scroll through pages left and right vs top and bottom
How to view my cap table by holdings
Finding the Referral Link
New Roles and Permissions
How to Sort Team Members Page
How to see the FD vs OT view of the cap table
How to Delete A Team Member
Create a Video How to page: "How do I view my Certificates?"
How to edit an equity
How to cancel and re-issue a certificate (names, shares, money etc)
How to Transfer a Share
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