Team and roles

Invites, outside counsel, and what each role can do.

Guide 01Invite your teamAdd a colleague to your workspace with a single-use email invite that lasts seven days. Guide 02Firms on your companyEngage your securities counsel, see who works on your company through each firm, and keep every outside party on one ledger. Guide 03Other providersYour transfer agent, EDGAR agent, proxy distributor and other providers on the Firms ledger, with no seat. Guide 04Bring your own counselInvite a licensed securities attorney as counsel. Only counsel can sign off. Guide 05Roles and permissionsWhat each role can do in the filing workspace.