# The Basics: Navigating your company's Carta account ## First, setting up your users and permissions ### We’ve made it easy for you to **control** who accesses and alters the company’s Carta account information, including the cap table. Adding account users and setting permissions Click for sound **WHY IT MATTERS:** Understanding and setting the appropriate permissions for other users is crucial for managing your Carta account, determining who can take certain actions, and who can access what information - This contributes to **data protection, data accuracy, and overall transparency** in your organization’s financial management **Start** by navigating to _Company Settings > Users and permissions_ 1. **COMPANY ACCOUNT USERS:** We have four main company user settings. **Check out** [**this article**](https://support.carta.com/s/article/corporate-permissions#access-levels) for a full list of details behind each permission level: - **Full Access** - **Company Editor** - **HR Administrator** - **View only** > Only users added to this page can be designated as board users, signatories or company contacts 2. **BOARD USERS:** Will automatically be added to any board consents sent through Carta requiring their signature 3. **SIGNATORIES:** A company officer is required to sign securities upon issuance 4. **COMPANY CONTACTS:** Handle specific tasks within Carta, either facilitating workflows or serving as key points of contact in designated circumstances 5. **LAW FIRMS:** This will grant all of your law firm Carta users _Full Access_  so they can make updates or changes to your cap table 6. **OUTSOURCED FINANCE FIRMS:** Similar to law firms – this will grant _Full Access_  to the users assigned this permission level > If at any point you or your team can’t complete an action or see a page, review [your permission settings](https://docs.google.com/document/d/1sQrsXlrDlPmPEQK2s842MxPT-lpxEYwfl4Aaot__hO4/edit?pli=1#heading=h.cyij8qyp4axx) and adjust accordingly --- ## Transaction settings ### **Make exercising easy** for you and your stakeholders. Easily approve requests, adjust taxes, and track the entire process when you [enable this setting.](https://support.carta.com/s/article/enabling-online-transactions-us#enable-us) **US-BASED COMPANIES:** Can enable **ACH transactions** for US stakeholders and **wire transfers** for international stakeholders **NON-US COMPANIES**: Can enable **wire transfers** for their holders. After exercises are approved, stakeholders will receive **wire instructions** specific to the company. **WHY IT MATTERS:** This setting cuts administrative work for you and your team while enabling stakeholders to initiate exercises within the Carta platform - **Avoid the manual work** & extra billable hours from your law firm - Easily keep track of **exercise requests and payments** - **Funds are verified** by Carta and automatically deposited into the company's bank account - Automatically **create certificates** and send them to the company signatory(ies) --- ## Company settings ### Within your _Company Settings_ tab, you’ll see the rest of your settings. It’s important to **review these settings periodically** to ensure a smooth stakeholder experience and easy renewal process. [**PROFILE SETTINGS:**](https://support.carta.com/s/article/modify-company-profile) Here you’ll find key information including your **Incorporation Date, Tax ID, TCC Code, and Company address.** It’s important to note that the address on this page is also used for billing purposes. [**PAYMENT INFORMATION:**](https://support.carta.com/s/article/company-payment-information) View all linked company bank accounts [**SUBSCRIPTION DETAILS:**](https://support.carta.com/s/article/subscription-details#how-do-i) This is where you’ll set **your billing contact**—the person who receives all billing and accounts receivable (AR) notices. You’ll also find key information such as a **summary of your subscription, estimated next charge, and renewal date.** > Reviewing your payment information now, including your billing contact and payment method, can help prevent issues at renewal --- ## Integrate your HRIS system ### Carta **seamlessly integrates** with the majority of HRIS providers through API or provides alternative integration options such as SFTP (Secure File Transfer Protocol) and CSV. How to set up an API-based HRIS integration Click for sound ●●●●●●●●●● Introduction to HRIS Integration Navigating Company Settings Creating New Integrations Selecting Your HRIS Provider Reviewing Integration Terms Authenticating Credentials Access Details and Setup Instructions Viewing Active Integrations Troubleshooting Errors Conclusion: Simplifying Equity Management **WHY IT MATTERS:** Setting up an HRIS integration allows you to streamline HR processes. You can **automate and track stakeholder changes, terminations, synchronize records**, and unlock the power of **Carta Total Compensation.** > This is **free to use** with all Carta subscriptions **HOW TO INTEGRATE:** Navigate to the HRIS Integrations tab under _Company Settings_ - [Native API](https://support.carta.com/s/article/how-carta-finch-integrate) (such as Rippling, Sequoia, Gusto, BambooHR & more) - [SFTP](https://support.carta.com/s/article/integration-sftp) - [CSV](https://support.carta.com/s/article/integration-csv) --- ## Cap table access for investors ### We make it easy to **share company information** with your **investors**, **employees**, and **other key stakeholders** through their Carta portfolios by managing your cap table access settings. Granting cap table access Click for sound **With four different levels** of cap table viewing permissions to choose from, you can share the exact desired amount of information with the right stakeholders > This setting will **not** give **stakeholders access** to the **company's Carta account** - Access levels can be granted on a **group or individual level** - Navigate here to understand the different access levels and **how to set them up** > Setting access levels to **any level** will prevent stakeholders from being able to send cap table access requests --- ## How to manage share classes ### **Managing share classes is foundational** to issuing compliant securities and ensuring alignment between your company’s share class details and incorporation documents. Common **reasons you may need to** [**manage your share classes:**](https://support.carta.com/s/article/share-class-manager-rights-and-preferences#create) - **A new financing round** - **Changes or amendments** to a historical AOI version - Initiation of a **share class conversion** **TLDR:** Share classes play **a pivotal role in defining ownership categories** within a company and offer distinct rights and privileges to shareholders. These classes typically include common shares and preferred stock, each associated with specific benefits such as **voting rights, dividend preferences, and priority during company liquidation.** See more