What's new?

When inviting a new Admin user to your Carta account, you can now capture their job title and company name. The Team & Security page allows you to add new users, edit or remove existing ones, and keep track of who has access.

What's important or valuable about this change?

The new capabilities provide complete visibility into who has access to your Carta account and the type of access they have. This is especially important if you have various internal and external users that need access to your cap table data in Carta, such as law firms or deal teams and back-office admins at Private Equity firms.

What do I need to do?

Visit the Team & Security page to add new users, edit or remove existing ones, and keep track of who has access.

When inviting a new user to your Carta account, select from a pre-set list of job titles or choose Other to input a different job title that is not on the list. You can also add the company name here.

How do I learn more or get help?

For more information, visit our support site.