Updating Emails for Stakeholders

If you are a company administrator making updates to stakeholder emails on Carta, we want to make sure all stakeholders at your company receive their certificates and grants to the correct email address.

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We introduced tooltips to provide more context on the difference between a “Portfolio Email” and a “Contact Email.” A portfolio email is the email address associated with a stakeholder’s securities. For brand new stakeholders who haven’t accepted their security on Carta, we will show a “Pending” label. For stakeholders who are non-individuals (law firms, investment firms), it will read “Investor Portfolio.”

A contact email may be used to track the contact information for the individual or non-individual stakeholder.

To modify a stakeholder’s email address on Carta, visit the dropdown on the right hand side.

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Update the email field with the correct email address for the stakeholder and hit Update.

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On Update, you will see a step that asks you to confirm this change. For stakeholders who have not accepted any securities, we will send the stakeholder a new email to the updated email address so they can accept their securities.

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The stakeholder will receive an email to accept their security. When she accepts, the Portfolio Email column will update with the email the stakeholder used to accept their security.

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Upon accepting a security, you may not edit the Portfolio Email for the stakeholder. You may only update the “Contact Email” -- email used for a company’s record keeping/communication purposes.

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To update the contact email for the stakeholder, you will see a message that asks you to confirm the change.

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If you have any questions or feedback about this new feature, please write to growthproduct@carta.com.

Integrate Carta with BambooHR

In Open Beta today, Carta now offers an integration with BambooHR, a leading provider of HR software!

Carta Companies on the Scale and IPO Ready plans using BambooHR can set up an integration in minutes and benefit from a seamless, secure integration that keeps employee information up to date in Carta, improving data accuracy and reducing the risk of error.

Email integration_requests@carta.com or your Carta Relationship Manager to learn more about getting access to this feature.

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When you integrate Carta with BambooHR, you can use the integration to:

  1. Auto-update stakeholder profiles in Carta as the corresponding employee record is updated in BambooHR
  2. Auto-terminate stakeholder profiles upon an employee’s departure

IT, HR and Finance leaders can rest assured that employee new hire and termination events are accurately reflected in Carta, creating the best possible experience for stakeholders, employees, and administrators.

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Carta customers can follow the simple steps in this how-to-guide to get up and running: How to set up an integration with BambooHR.

Learn more about how the integration works by reading this topic-guide: How does Carta integrate with BambooHR?.

Technical improvements to navigation

The Design Technology team at Carta is upgrading the top level navigation of our app, to use the latest Ink Design System improvements.

With this change, we will be able to support future design and navigation improvements planned for 2020.

There will be minor visual changes. We’ve increased contrast and legibility with white dropdown menus, and you might notice a few different colors here and there. Functionality remains the same.

Note: there is no change to menu items or to the way you get to different corners of the app. This update is unrelated to the navigational structure of our site.

For feedback, please reach out to design-technology@carta.com.

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Technical improvements to navigation

The Design Technology team at Carta is updating the top level navigation of our app, to benefit from the latest Ink Design System improvements.

With this architectural change, user experience will be more consistent, future design improvements will be easier, and we will be able to better support our future product roadmap.

There will be minor changes to visuals and interaction. On the visual side, the text is now bolder and more legible. On the interaction side, menu items will now open on click, instead of on hover.

Note: there is no change to menu items or to the way you get to different corners of the app. This update is unrelated to the navigational structure of our site.

For feedback, please reach out to design-technology@carta.com.

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View your subscription details

We’ve added a new subscription details page under company settings. You can now view your Carta subscription with estimated next charge, last charge, features under your plan, and pricing tiers.

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Reports: easier vlookup and consistent securities names

We made a handful of improvements to existing reports. Now you can find unique stakeholder identifiers (ID), employee IDs in all reports and all securities have unique IDs that are consistent across reports.

When you need to vlookup across multiple reports and merge data, it would be much easier to do.

Add equity plans when onboarding on Carta

If you’re a company founder and self-onboarding on Carta for the first time, we’ve made some improvements in the workflow that allow you to add equity plans so you can issue option grants to your employees.

To add an equity plan using our onboarding tool, navigate to Add Equity Plan.

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Add information about the equity plan and hit Save.

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Once you save, you can add another plan or continue to the next step of onboarding. This feature does not allow you to issue option grants, only add a plan.

Design update

We are retiring our ancient “Your session has expired” dialog in favor of a more modern approach, similar to other financial platforms.

Customers will now be taken to the login screen once their session becomes inactive for too long. Logging back in will take customers to the same page they were previously at.

For design feedback, reach out to design@carta.com.

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