To begin inviting stakeholders, navigate to the 'Stakeholder' section located in the left-hand menu and then press button 'Add Stakeholder'.
To invite a stakeholder, follow these steps:
Specify the stakeholder type: whether they are a Natural Person or a Legal Entity.
Enter the full name of the stakeholder.
Define the status of the relationship between the stakeholder and the company, such as employee, founder, investor, etc.
Optionally, include additional information such as identification code, birth date, nationality, and address either during the initial invitation or later.
Once a stakeholder is added to the platform, you can send the invitation.
You can customize both the topic and the text of the message you are about to send to your stakeholders.
After making all desired edits, simply proceed to send the invitation.
Additionally, if you’d like to edit the invitation or revoke it for any reason, just click the three dots next to the 'Resend invite' button.
👉 Please be aware that the invitation expires after seven days, and the link provided can only be used once. If your stakeholder hasn't accepted the invitation within this timeframe, you'll need to resend it.