How to add an auditor to an investment firm
Navigate to Firm Settings > Settings on the left.
The first tab of the Settings page is People.
Click Add new user
Enter details
Enter the details for the auditor that is to be added to the investment firm.
The new auditor will be sent an invitation to create a Carta account.
Designate the appropriate permissions.
Audit level access is designed for Auditors and grants them limited access to your investments.
Click Save changes.
This will invite your auditor to view your firm and export the Audit Confirmation report.