What employees manage vs. what admins manage on Carta

A common source of confusion is who controls what on Carta. Here's the full breakdown.

What employees manage

• Email address on their Carta account

• Electronic signature

• Who can view their personal portfolio and holdings

• Payment information (for exercise requests)

• Email notification preferences

• Basic profile info: name, birthdate, current address

• Initiating exercise requests

• Downloading Form 3921 Copy B or generating an 83(b) election

What company admins manage

• The contact email used to reach the employee before their Carta account is created. Once the account exists, notifications go to the employee's primary portfolio email instead.

• All award details (grant type, quantity, price, vesting schedule)

• Basic information synced from HRIS integration (if applicable)

• Start date and termination date

• Approving or denying exercise requests

• Generating and delivering Form 3921 Copy B

For any questions about their Carta account, direct employees to Carta Support. For questions about their specific award details, they should contact their company administrator.