User Invitations through Bulk Upload

Qapita allows you to invite various stakeholders to access, view and administrate your company’s equity. You can import the list of stakeholders you wish to invite via the Bulk Upload functionality. 

1. Sign in to your Qapita account 

2. Click Settings on the left menu and select Bulk Upload 

3. Select User Invitation  

4. First Name, Last Name, Legal Name, Email ID, Role, Cap table Access are all mandatory columns. Do not leave any columns empty as it will result in an error while processing.

 5. Scroll down and Select Download Template or Download Template with Data  

i. Download Template: To download the template with no data. This is preferable if you are uploading the data for the first time.  

ii. Download Template with Data: To download the template with existing data. If you choose to invite new stakeholders on top of the existing population or modify access for existing stakeholders.

                    A. Click on Action dropdown and select “Unchanged/Add/Delete” 

                     B. User Task ID: do not input any data as it is auto generated.  

                    C. First Name: To be entered

                    D. Last Name: To be entered

                    E. Legal Name: To be entered

                    F. Roles: select the roles from the dropdown 

G. Cap table Access: select the access level from the dropdown   

6. Save the file

7. On the Bulk Upload page of your Qapita Account, please click on Upload File at the bottom right of the page. Click on Choose File and upload the saved file for User Invitation.  

 8. Click on next 

9.Review all the details and click on save.