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How do I add a share plan?
How do I add a share plan?
Updated this week

A Share Plan will be used to tag and categorize the options given out from this specific pool.

You can add a Share plan using two options:

Option 1 – via making changes in the existing Grants:

  • navigate to the ‘Grants’ section in the 'Securities' block on the left

  • choose the needed grant you'd like to make changes to

  • press “Edit” on the Grant page in the top right corner

  • scroll down to 'Share plans' and add a new plan

☝️ A note to remember: one share pool can have multiple plans. And one share plan can be used in multiple pools.


❗️ Grants can be edited only if they are not vested.

Option 2 - via Issuing new Grant:

  • navigate to the ‘Transactions’ section in the 'Securities' block on the left

  • press 'Add transaction,' then choose 'Issue grant'

  • scroll to the 'Share plan' block in 'Grant information' section

  • press “Add another share plan” and add a new plan

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