How do I review stakeholder messages?
When a stakeholder sends a message through Carta, the designated Stakeholder contact will get an email prompting them to log in and check it.
After clicking the link in the email, you will be brought to your company dashboard.
Click the Review issue button under Stakeholder messages to review to be brought to the Stakeholder messages page.
Based on the Description, a user with Full access permissions can take the necessary steps to address the issue.
Click Resolve to clear the issue and optionally, send an email to the stakeholder informing them of the resolution
Or
To Dismiss, click the three dots at the end of the row. Resolved and dismissed issues will be recorded on the Archived tab.
Company admins can also review reported issues by navigating to the Stakeholder messages page via Essentials → View cap table → and clicking Respond under reported issue.
