Company admins

General

• How to see previous admin changes in the Optio portal
• How to create and edit your plans

Creating new awards

• How you create a new award
• How to set up your performance rules

Documents

• How to connect your DocuSign account

Manage employees

• Creating employees
• How to change employee information
• Terminating employees
• Setting termination rules in the Optio portal

Cap table

• What is a Cap Table?
• Dilution and diluted ownership in the Cap Table
• Liquidation preferences
• Import shareholders and transactions tutorial
• Convertible securities

Financial reporting

• How to create a new financial report
• How to access generated financial reports
• How to access historical financial report deliveries
• How to edit parameters going into financial reports
• How does the verification banner work
• How does the social security report work

See all 8 articles

Video guides

• How to use all awards

HR integration

• How to connect your HR-System to the Optio Portal

Settings

• Managing access control as a company admin

Entity

• How to create and edit your legal entities