General Contacts / Connections Discussions Library / Resources

General | Top

Q: What is my username/password?

A: Your Carta Community login credentials are the same username and password that you use to log in to the Carta application. If you have forgotten your login credentials or need assistance with your login information, please click here.

Q: How do I update my contact information?

A: On your profile page, please select the pencil icon next to "Contact Details" in the left column.

Q: How do I control what information is visible in my profile?

A: Please navigate to your profile page, then select the "My Account" tab and choose "Privacy Settings" from the drop-down menu. This will let you control what information is visible to whom. After you’ve made changes, click the “Save Changes” button at the bottom of the page.

Q: How can I improve my search results?

A: After entering a word or phrase in the search bar located in the main navigation, refine your search results by selecting one or more facets from the menu on the left side.

Q: What are the “tags” for?

A: Tags are great way to organize and categorize content on your site. Tags can be applied to discussion posts, blogs, library entries, events, and more. Tags help the system deliver personalized, relevant content to you in your digest and on the site.

Contacts / Connections | Top

Q: How do I add contacts to my contact list?

A: There are several ways to add contacts. When you perform a search in the Community Directory, you will see an “Add as contact” button to the right of each person in your search results. Just click this button to send a contact request. If you click through and view an individual’s profile, you can click the contact request link to the right of their profile picture.

Q: Why should I add contacts to my contact list?

A: Creating this virtual address book makes it easy to send your contacts messages through the community site to stay in touch, ask questions or even build a referral network. Additionally, when you view another member’s profile, you’ll be able to see any contacts you have in common. You can also choose to let your contacts view certain demographics in your profile that others can't.

Communities / Discussions | Top

Q: How can I control the frequency and format of emails I receive?

A: Please navigate to your profile page, then select the "My Account" tab and choose "Community Notifications" from the drop-down menu. you'll see the following delivery options under Topic Notifications:
  • Personalized Digest: A daily email summarizing all content relevant to your preferences, interests and activity.
  • Personalized Digest & Real-Time Discussion Emails: In addition to receiving the Summary email at the end of the day, you'll also immediately be notified about new discussion threads/messages related to your Stated Interests (you can configure your Stated Interests from your profile). NOTE: Choosing this option will exclude discussion activity from the Summary email so you’re not presented the same information twice.
  • No Email: Allows you to be part of the group without having notification emails sent to you. You can still post and read others’ messages by logging into the community site.

Q: How do I unsubscribe from the discussion?

A: Go to your profile and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu. Select "No Email” under the Topic Notifications section.

Q: How do I respond to others’ posts?

A: To respond to a discussion post, please navigate to the discussion post and click “Reply" to send your message to the entire community. To send a message to the only author of the post, please select “Reply Privately” (located in the "Reply" drop-down). 

Q: How do I start a new discussion thread?

A: From the homepage click “Share a post" and fill out the information to start a new thread.

Libraries | Top

Q: How do the libraries get populated?

A: The libraries are populated in two ways:
1. When you include an attachment in a discussion post, the system automatically places it in the affiliated library.
2. You can also upload documents directly to a library by using the “Share a File” link found under “Participate” in the main navigation or "Create New Library Entry" button on the community's library page. Library resources are not required to be associated with a discussion thread.

Q: What kind of files can I upload?

A: The system supports dozens of file types including hyperlinks, standard files (Word, Excel, PowerPoint), webinar recordings, images and YouTube videos.