Creating new shareholders or stakeholders

Orchestra makes it easy for company administrators to add new shareholders or stakeholders. New stakeholders can be created when creating a new initial share transaction; share issue; or share transfer.

We currently support the following stakeholder types.

Email notifying users of new Orchestra account

When new shareholders are created, and do not exist as Orchestra members, Orchestra will send them a welcome email inviting them to sign up and claim their account.

Note: welcome emails are sent only once a company has been set to a "live" status. This allows company administrators to continue to make amendments without triggering notifications and to allow a coordinated communication strategy.

Has my stakeholder signed up to Orchestra?

You are able to see the status of your stakeholders by checking a small icon next to the stakeholder name in the shareholder table on the company administration part of the site.

	Indicates that a user is not signed up to Orchestra.  All shareholder communications will be sent to the email address listed against this entity unless the user has opted out of future communications.
	Indicates that a user is signed up to Orchestra. All shareholder communications will be sent to any user accounts attached to this entity.

Optional email addresses for stakeholders

When creating a new user on Orchestra, you are able to leave the shareholder email address blank. This means that no email communications will be sent to this shareholder. Email addresses can be added back at any time in the future.