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  • 1.  How to approve exercises, can multiple people approve it?

    Posted 02-10-2025 10:02

    Hello,

    I'd like to be able to add multiple reviewers for approving stock option exercises online. As I'm an authorized signee of the bank coupled to our account, I've been able to accept terms of service recently. I'd like exercises to show up and to be approved by at least two other admins: How do I do this/add them?



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    Taryn Lund
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  • 2.  RE: How to approve exercises, can multiple people approve it?

    Posted 02-10-2025 10:54

    Hi Taryn, 

    Company users with the "Option exercise approver" role will be able to review exercise requests, but only one admin can have this permission. 

    You can check who has been assigned this permission, by navigating to Company settings > Users and permissions > Company contacts. 

    You can learn more about the process in this support article.

    Let me know if you have any other questions!



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    Brent Devey
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