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Sync with Pave

Craig Wood
by Craig Wood
    Description: How to Sync with Pave on app.carta.com in 11 steps
    Total steps: 11
    Time to complete: 2 min
  • Step 1

    Click on Accounts

  • Step 2
    You should be on https://app.carta.com/investors/individual/897481/portfolio/865624/overview

    Click your company name

  • Step 3
    You should be on https://app.carta.com/corporations/865624/

    Click Company

  • Step 4

    Click Permissions and roles

  • Step 5
    You 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 7
    You 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 9
    You 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 11
    You should be on https://app.carta.com/corporations/865624/people/?ordering=&page=1&page_size=50&search=

    Click on the Add user button

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Last Updated: 25 May 2021

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