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Help Center
Settings
Getting Started
Stakeholders
General
Invitations
Ownership
Transactions
Scenario Modelling
Share classes
Equity plans
Pools
Grants
Exercising
Documents
Signatures
Templating
Holding Confirmations
Investor relations
Stakeholder dashboards
KPIs
Reports
Settings
Collaborators
Account
Investment firm management
Settings
Set up your account, billing, equity management settings and more
Collaborators
Assigning, changing, and revoking access levels (Owner, Admin, and Viewer)
Account
How can I update my name, email or password?
How to set up and use 2FA (two-factor authentication)?
Can I merge two accounts?
How can I delete my account?
