How to add users to your Vestd account and assign default or custom roles.
New updates to user permissions gives you greater control over the features and information users can see on Vestd.
It allows you to invite people to either view or manage your Vestd account. Use our default roles or create your own user roles with custom permissions, so they can only see the information you want them to see.
This is particularly useful when inviting someone to manage your account, but who you may not want to see the company’s share capital or option agreements for example. Likewise, you may invite potential investors to Vestd, who only need to see the cap table.
What are the default admin user roles?
First of all, we’ve made slight changes to the default role names on Vestd:
- Super users: formerly known as Editors, these users have full edit access to the account. Super users are the only ones can change the roles and permissions of others (Users that were Editors before these changes have all been updated to Super users).
- Editors: have full edit access to all platform features bar user roles and permissions. Editors will likely be the users managing the day-to-day of the account.
- View only: have full view-only access to the account. They will be able to see everything like cap tables and option agreements, but won’t be able to complete any actions.
It’s worth adding that your shareholders and option holders are not admin users, unless you invite them to a default or custom role.
How do I create custom roles?
Creating a custom role is useful when you need to add users with specific permissions, for example investors, accountants and lawyers.
Another common role is share scheme admin, for users that will be responsible for managing your share schemes.
Go to Secretarial & admin > Admin users via your side navigation and select Manage roles followed by Create custom role.
Enter the name of the custom role. We’ve added a few examples but you can call it whatever you like. A description of the role is optional but helps other admin users know more about the custom role.
Moving onto the next tab, 'Permissions,' select what features this role has access to. We’ve grouped individual features to keep things simple, but you can customise the permissions of each feature if you wish.
If you see a banner saying there are unsaved changes, click Save before inviting users to make sure they have the right permissions.
The next tab, 'Users,' is where you invite users to the custom role. Simply click Add user, select whether they’re a new or existing user, enter their details and click Send invite/Update user.
The same process applies if you ever need to edit the permissions or add more users.
How do I invite admin users?
Go to Secretarial & admin > Admin users via your side navigation and select Invite admin users.
Enter the details of the person you’re inviting and select their roles (they can have multiple roles).
If you’ve created any custom roles at this point, they will also be visible on the list.
If the person is already on Vestd, switch to ‘Existing user’ and select from the dropdown menu.
Then click Send invite/Update user and their permissions will be updated accordingly.
How do I remove an admin user?
If you need to remove an admin user from Vestd entirely, go to your Admin users page and click Remove on the appropriate user.
This will remove all access to your account, so this should only be done when a user leaves the company for example.
If someone is a user of multiple roles, and you want to remove their access from just one role, go to Manage roles from your Admin user page. Click Manage on the appropriate role, select the Users tab and Remove the user.
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