You will need to decide which employees, and potentially other key stakeholders, get access to the company view functions of your Orchestra account. To do this, you will need to be logged in and have administrative access to your company.
How to add a new company administrator?
To add new users to your company, go to your dashboard and click 'Administration' from the left-hand side menu. Select 'User access'.
Click on 'Add new user'. Enter the user 'first name' and 'last name' and the 'email address' that they would like to access the company with.
You will also need to select what type of access rights the new user will have. A new user can be one of the following:
Owner - Has full access permissions including editing company information.
Service provider - Has access to edit the company share register and ESOP. Great for your company lawyer or accountant.
View (Read Only) - Has read-only access to the company (eg. for specific investors). They can view the Share Register (NZ) or Register of Members (AUS) and ESOP & Options. They do not have access to Communications or Documents.
Agent - This read-only access is only turned on for Australian companies that have an agent making updates to ASIC for them.
Once the details have been entered, click 'Create user'. If the company is in live mode an email will be sent to the new user inviting them to set up an account on Orchestra. Once they have signed up and verified their account, they will have access to the company in Orchestra.
How to remove a company administrator?
Select the trash bin icon under 'Actions' to the right of the administrator that you would like to remove from your company.
A confirmation box will pop up. Click 'Delete'. There is no email notification to the user when removing company administrators.
How to change a company administrator's role?
Select the pencil edit icon under 'Actions' to the right of the administrator that you would like to change the role of. Click to select a new role type. Click 'Update User'.