Hello! To add an attorney to your Carta account, navigate to Company > Permissions and Roles > Law Firm > Add Law Firm.
If you need to add an outside attorney or a new legal administrator, navigate to Company > Permissions and Roles > Add users.
This video will walk you through the steps:
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Carta Support
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Original Message:
Sent: 12-13-2022 09:18
From: Carta Admin
Subject: How to add my law firm/outside attorney
I would like to add an outside attorney to be able to access this Carta account. How do I go about that?
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Carta Admin
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