Update by
Aaron Blakemore
Product Manager
Whether you're bringing on your attorney, accountant, or other key professionals, you can now easily define their role and grant appropriate access to your equity management.
We've enhanced the invitation process to better capture who your collaborators are and what permissions they need. This gives you clearer control over your equity data while ensuring the right people have the right level of access.
What's new:
- Specify positions for team members (attorney, accountant, finance, etc.) when adding them to your account
- Grant permissions using clearer, more intuitive labels
- Invite professionals with confidence knowing their access level matches their role
