Your cap table has invaluable information that your team needs to fully understand your books and file your taxes. Make your life easier by allowing your dedicated service team here at inDinero access your Capshare account directly with view-only access.
Follow the instructions below, or check out Capshare's support article here, to learn how to sync your Capshare and inDinero accounts.
Log into your Capshare account and navigate to the "Manage Users" section via the menu on the left side of the page.
Select "Add User."
Enter the following information to give your inDinero team access:
- First Name
- Last Name
- Email Address
(e.g. if your company name is Evolve Enterprises, the email will be email@example.com)
- Access Level
Select "Send Invite." Your dedicated team at inDinero will receive an invitation to complete the registration process.
If you need to resend the invitation for any reason, go back to your “Manage Users” page, hover the yellow box labeled “Pending” next to the user profile you set up for your inDinero team, then click the green box labeled “Re-invite.”