Upstock Help Center

Go to Team > Add Team Member

You will then be redirected to this page.

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Complete the details for this team member, then hit Next. (You may opt to select if this team member is new or existing) After you hit next, select whether this team member is a worker or an executive, then hit Next.

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You will then be redirected to the page where you need to select an equity pool for this team member.

Alternatively, you may create a new equity pool on the same page. Once you have decided to select an equity pool for this team member, hit Next.

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Upon doing so, complete the details for this team member and hit Create & Sign. Once you hit Create & Sign, the legal agreement page will appear for you to Sign. Note: You can opt to Create & Sign Later and finalize the document signing at your convenience.

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Congratulations! The team member is now added. An invitation will be sent to the team member's email to join Upstock and you will be notified once the invite is accepted.

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You can send a welcome message to this team member and hit Complete or you can also choose to Complete & Add More if you want to add more team members.

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