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

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

• Where you can find the company's IFRS cost reports
• Where you can find the self-service financial reporting
• How you can create a new financial report
• The dilution report
• What the verification banner is

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