Sharing and Administration - Collaborators | support.carta.com

Collaborators

Collaborators are team members who have access to your fund's model. You can control access levels for collaborators to only grant them read or edit access.

Adding a Collaborator from Home

• From your home screen, click on the Manage Collaborator under Collaborators for your fund.

• On the next dialog, enter the email address of the person you want to collaborate with.

• Collaborators will get an email saying you've sent a model to them. Once they login to their Fund Forecasting account, they'll see your model on their home screen.

Adding a Collaborator from the Fund's Dashboard

• Open the fund's dashboard.
• From the left side-bar, click on Collaborators.

Set Access Levels for Collaborators

• By default, all collaborators have full-write access to all parts of your fund. You can control the access levels for different sections of the fund by collaborator.

• Note:- Collaborators must have an active Fund Forecasting account. This may be a valid trial account as well.