Sync with Pave
by Craig Wood
- Step 1
Click on Accounts
- Step 2You should be on https://app.carta.com/investors/individual/897481/portfolio/865624/overview
Click your company name
- Step 3You should be on https://app.carta.com/corporations/865624/
Click Company
- Step 4
Click Permissions and roles
- Step 5You should be on https://app.carta.com/corporations/865624/people/?ordering=&page=1&page_size=50&search=
Click Add user
- Step 6
Enter "Integrations"
- Step 7You should be on https://app.carta.com/corporations/865624/people/?ordering=&page=1&page_size=50&search=
Enter "Pave"
- Step 8
Enter "integrations@pave.com"
- Step 9You should be on https://app.carta.com/corporations/865624/people/?ordering=&page=1&page_size=50&search=
Enter "Integration"
- Step 10
Click Choose permissions and select "Company viewer"
- Step 11You should be on https://app.carta.com/corporations/865624/people/?ordering=&page=1&page_size=50&search=
Click on the Add user button
Description:
How to Sync with Pave on app.carta.com in 11 steps
Total steps:
11
Time to complete:
2 min
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