How to add a user to share your portfolio
Log into Carta and go to Settings > People.
Click Add user, then enter their name and email.
⚠️ Only if you want the user to have permission to view and make changes to your portfolio, check the Administrator box.
Click Send invite.
If they don’t have a Carta account, they’ll get an email to create one.
If they already have an account, they’ll receive an email letting them know they now have access to your portfolio.