You will need to decide which employees, and potentially other key stakeholders, get access to the Company view functions of your Orchestra account. To do this, you will need to be logged in and have administrative access to your company.
To add new users to your company on Orchestra, go to your dashboard and click the 'Administration' button on the left-hand side toolbar. Select 'User Access' from the dropdown.
On the User Access page, you can click on 'Add new user' to add in new users to access your company. Enter in their First and Last name and the email address that they would like to access the company with.
You will also need to select what type of access rights the new user will have. A new user can be one of the following:
- Owner - Has full access permissions including editing company information.
- Service provider - Has access to the company but with limited permissions. Great for your company lawyer or accountant.
- View (read-only)- Has read-only access to the company (e.g. for specific investors). They can view the Share Register (NZ) or Register of Members (AUS) and ESOP & Options. They do not have access to Communications or Documents.
- Agent - This read-only access is only turned on for Australian companies that have an agent making updates to ASIC for them.
Once the details have been entered, click 'Create'. If the company is in live mode an email will be sent to the new user asking them to set up an account on Orchestra. Once they have signed up and verified their account, they will have access to the company in Orchestra.