Carta open forum

Hi, one of my stakeholders updated their portfolio yesterday, but when I log in I don't see any of the changes reflected on my end. Is this a known issue, or am I missing a step to get their updates to show up?

Hello! Thanks so much for reaching out. Great question!

Let's walk through a few things that might help clarify what you're seeing. We display profile updates for these relationship types: Employee, Ex-employee, Consultant, Ex-consultant, International employee, and Ex-international employee.

If your relationship in Carta falls under one of these categories, you should see updates reflected here. However, if your company has an active HR integration (for example, with systems like Gusto, BambooHR, Rippling, or others), you will not see updates in this section. That is because your HR system becomes the primary source of truth for employee information, meaning Carta pulls data directly from there instead of allowing manual updates.

If you are not sure whether your company uses an HR integration, you can check with your admin or HR team, who can confirm this for you.I hope that clears things up. If something still does not look right, feel free to share a bit more detail about what you are seeing.

We are happy to take a closer look and help you get it sorted out.