Who can use this feature?
Owners and Admins
Learn more about types of roles in Kountable.
1. Click on the Settings gear icon in the lower left hand corner of the workspace to access Organization Settings.
2. Click Management and ownership details under Compliance.
3. Click Add new.
4. Input information about the shareholder. Select their name from the drop down list. If they are not listed, make sure they are added as a non-user. Select whether the shareholder is on your board of directors. Enter the quantity and percentage of shares they hold. Indicate whether compliance is required and has been completed.
To find out more about non-users and how to add them, click here.
5. Click Save to complete the entry.