Add board members to company account during onboarding

If you are a company or legal administrator, you will now be asked to add a board member to the company’s account during onboarding.

Why add board members during onboarding?

Board members are one of the most important stakeholders of a company. At Carta, we’ve built some features around board management and governance that make it easier for board members to streamline all their processes on Carta. For example, Carta makes equity grants even more efficient for board members by allowing board consents to be drafted and approved so that you can issue option grants to stakeholders without waiting for the next board meeting.

There is a new task in the Onboarding Setup Guide that requires companies with less than 25 stakeholders to add a board member to their account before going live.

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If you’re a law firm user onboarding a company to the free Carta Launch Plan, you will see the same task in step 3 of the Launch Setup Guide.

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When the company’s board members are added to the account, they will immediately be sent an email asking them to create their account and login. By default, board members will be added to Account Users but will not have access to view the company’s cap table unless you modify their level of access by visiting Account Users.

We believe it is valuable for companies to add their board members during their initial implementation. Capturing data and information early on will ensure the company is set up for success when utilizing Carta and realize the full benefits of our platform.

If you have any questions about Carta’s board management and governance features, please send a note to growthproduct@carta.com

Learn more about creating board resolutions on Carta >