Adding stakeholdersYou can create stakeholders in various ways depending on the number of stakeholders you wish to import and your location within the app.
Using Data Management and connecting your HR systemSet up your HRIS and manage stakeholder data configuration and their custom fields. Maintain an overview of the fields and their usage.
Editing stakeholder dataYou can easily edit details of one or multiple stakeholders at any time.
Viewing portfolio as StakeholdersYou can preview your stakeholder's dashboard to check what your stakeholders will see.
How to anonymize stakeholders when you share your cap table?You can learn what stakeholders can see when you share a cap table and how to anonymize stakeholders in your shared cap table.
Stakeholder groupsStakeholders can be added to pre-defined or custom groups.
Share information with a group of stakeholdersShare information with people belonging to groups and custom fields.
Commonly used stakeholder columnsOrganize your stakeholder's information
Custom fields for stakeholders
Deleting stakeholdersStakeholders can only be deleted if they don't have any transactions, documents, reports, beneficiaries, or signatures associated.
Stakeholder tagsStatus tags help streamline new employee onboarding & leaver off-boarding processes.