Invite other people and give them a role
You invite the people who will run the company with you from Settings, in the "Users" tab, with "Add users" and a "Full" or "Limited" access level. Shareholders, directors and beneficiaries are not invited as administrators: their role comes from the register itself.
On this page
Before you start
- Be an administrator of the company, with access to its settings.
- The email address of the person you are going to invite.
- Know what they need to be able to do: run everything or only some sections.
The essentials. There are two ways of being in a company. Those who manage it get in because someone invites them. Those who are a shareholder, director or beneficiary are so because that is what the register says: in the register of registered shares, in the management body or in an incentive plan.
Invite an administrator#
- Open Settings. Enter the company and, in the side menu, open the Settings group and click "Other Users".
- Go to the "Users" tab. The "Administrator users" block lists the people who already have access to the company: their full name, the date they were added, their last access, their email and their access level.
- Click "Add users" and type their email. This is the address the invitation will be sent to.
- Choose their access level. "Full" lets them see and change everything, including the settings. "Limited" lets them enter only the sections you choose in the drop-down, for example Shareholders and Meetings. You can also decide whether they can only view those sections or also edit them.
- Send the invitation. The person receives an email to join the company.
Give just the access needed. Full access lets someone record operations and change the settings. If someone only needs to prepare general meetings or consult the register of registered shares, give them limited access to those sections.
Shareholders, directors and beneficiaries#
These roles are not assigned from "Users": they come from what you record in the company.
| Role | Where it comes from |
|---|---|
| Shareholder | From being in the register of registered shares: they come in with the incorporation or with an operation, such as a share transfer or a capital increase. |
| Director | From holding a position in the management body. |
| Beneficiary | From having a grant in an incentive plan. |
That is why, for a shareholder to see their position or receive a notice of meeting, what matters is that their email address is correct in their profile. Shareholders receive, for example, the notice of the general meeting with a link to their own page, from which they attend, appoint a proxy or vote.
Shareholders' access to Sttok can be open or closed, and the company decides this in its settings:
- Closed. If you don't want shareholders to get in, go to Settings › "Basic details", click any field and, in "Update Company", set "Is it a Demo company?" to "Yes". This is explained in The company's details.
- Open. Each shareholder sees what is theirs: their profile, their general meetings and their documents. In addition, in Settings › Details, you can turn on "Enable shareholder access to the Cap Table" so that they can see the full shareholder base.
Directors and beneficiaries get in the same way: all they need is to have their email address registered in the company. If you prefer, you can also have an invitation sent to them by email.
What happens next#
- The person appears in "Administrator users" with the access level you chose.
- Until they accept the invitation, they cannot enter the company.
- You can change their access level or remove it whenever you want. We explain how in users and permissions.
Frequently asked questions#
Is the invitation valid for all my companies?
No. Each invitation is for one company. If the person needs to run several, invite them from each one. With the same account they will be able to move from one to another.
Can an administrator also be a shareholder?
Yes, and it is very common. They are two different roles: you give them the administrator role, and the shareholder role comes from the register of registered shares.
Does removing someone's access delete what they did?
No. Whatever they recorded stays in the company. That person can no longer see or edit anything in it.
Related
- What Sttok is and how it is organized Sttok keeps a company's capital register and governance in one place: shareholders and the register of registered shares, operations, general meetings, the management body, signatures, documents and incentive plans. Each person enters with a role, and that role decides what they see and what they can do.
- Users and permissions The users who manage a company are in Settings › "Other Users", under "Administrator users". They are added with "Add users", using just their email, and can have "Full" access or "Limited" access to some sections. Shareholders, directors and beneficiaries are not added here.
- Add a company To add a company to Sttok, upload its deed of incorporation and click "Read with AI": Sttok fills in the details of the company and its founding shareholders, you check them against the document and create it. Then you record the operations that came after.
- Move between your companies With a single account you can enter every company in which you have a role. To go from one to another, use the company selector at the top of the side menu, or go back to the home page, where your companies are listed, and choose another.