Issue Option Grants - Individually

1. If you would like to issue an option grant, go to 'Equity Awards' under the 'Securities' heading. 

2. Click the green 'Draft Options' button to the right.

Note: If you are not able to access the Draft Options' button, check your permissions on the 'Permissions and Roles' page.

3. Click 'Add Option Grant' then select 'Add option Grant.' 

For importing multiple option grants, click  here. A side window will open up. 

As the name and email addresses are being typed, the drafts page will automatically run checks for duplicate stakeholders against the existing stakeholders from the Stakeholders > All stakeholders page. If the check identifies a duplicate stakeholder, a red banner will appear for you to (1) create a new stakeholder or (2) match with an existing stakeholder.

4. Fill out the form to your desired specifications. Click 'Done.' If the grant needs board approval, select "Not board approved" to send them for board approval. 

To learn more, click  here

5. Check the box next to the option grant and click 'Send Option Grants.'

6. Review the details of the issuance and click 'Next Step: Run Compliance Check.'

Note: Users at "Company editor" level are able to draft the option grants up to Step 5, but "Legal Administrator" must issue at Step 6. 


7. Review Compliance Check and click 'Send these option grants.'