As the Primary Admin at your law firm or accounting firm, you can manage your team's access to your client's Captable.io accounts. You don't need to ask your client every time your colleague rolls on or off of a project.
Captable.io knows an user is part of your firm based on their email address. To add your colleague to your client's Captable.io account:
- Your colleague signs up for Captable.io using their work email.
- When they log in, they will see a list of your clients on your firm's dashboard.
- Your colleague clicks on Request Access next to a client's name.
- You and the other Primary Admins at your firm will receive receive the access request via email. Approve the request.