Prerequisites
Only someone with the Administrator role in Carta. To check this you can go to Company settings > Administrator settings and ensure that your user is in this list, and has a tick underneath the “Full write access” permission like the below.
If this is not the case, you can share this guide with somebody who does and they can continue this integration process.
Step by Step Instructions
Step 1 - Create a new Read-Only Administrator user for Ravio
In your Carta environment, navigate to Company settings > Administrator settings and then select Add administrator.
Create a new Administrator in Carta, giving it a descriptive name and ensuring that the below settings are added:
- Contact email -
integrations-access@ravio.com - Primary Role - Other
- Title - Ravio Integration User
- Is this administrator your company secretary? - No
- Is this administrator outside your company (External)? - Yes
Step 2 - Make this Administrator Read Only
Now in the Administrators list you should see your new user. Now go to Edit access for your new user.
The two main settings you want to update are:
- Full access = Read
- Portfolio funding = Read
Save the changes.