Initial company setup
Setting up your account and company details is easy and straightforward. Just follow these steps to get started:
- Check Your Email: Look for an invitation link sent to your email. This link is your gateway to accessing our platform.
- Set Up Your Account: Click on the invitation link, and you’ll be directed to a page with steps to set up your account.
- Log In: Once your account setup is complete, use your new account credentials to log in to the platform.
- Configure Your Company: If your company hasn’t been configured in our system yet, you’ll be directed to a page specifically designed for this purpose. Here, you’ll fill in your company data:
- Company Name
- Quantity of common stocks
- Quantity of preferred stocks (optional)
By completing these steps, you’ll have successfully set up your company on our platform, unlocking a host of features designed to streamline your equity management processes. If you encounter any issues or have questions during the setup process, our support team is ready to assist you. Welcome aboard!
Next Steps
To leverage the full potential of our platform, we highly recommend enabling and configuring equitshares as your immediate next step. This asset class will not only enhance your equity management strategy but also significantly boost employee engagement and motivation.
Follow Manage Asset Classes for details
