## For Admins

### Overview
Welcome to Mantle! This guide walks you through the essential steps to set up your company workspace, configure access controls, and begin managing equity on the platform as an admin.

**What you'll accomplish:**

- Create and access your Mantle account
- Upload legal documents for cap table setup
- Configure company administrators and access roles
- Add stakeholders and law firm partners
- Introduce Mantle to your team and investors

Need a refresher? → [Watch our platform demo here](https://youtu.be/cECKSj_TPO8?si=Q_RoZMT2tZ9rx3es)

### Account creation and login
Admins are responsible for signing up and setting up their company's Mantle account.

Before you start building your cap table in Mantle, you need to create your company account:

1. Visit [equity.withmantle.com/signup](https://equity.withmantle.com/signup)
2. Complete the registration flow with your company details
3. You'll be automatically logged into your new Mantle workspace

If you already have an account because someone invited you, you will skip the signup form and go straight to logging in.

### Logging into your account
Mantle uses secure magic link authentication.

To log in:

1. Visit [equity.withmantle.com/login](https://equity.withmantle.com/login).
2. Enter the email address associated with your Mantle account.
3. Check your inbox for a secure magic link.
4. Click the link to access your account.

_If you are having trouble logging in, contact support@withmantle.com so the team can help confirm your email and troubleshoot._

### Uploading documents
Mantle builds your cap table from your actual legal documents. Uploading complete, well-organized materials up front makes your cap table accurate and audit-ready from day one.

##### Documents to upload
Collect as much of the following as you can before or during upload. You can always upload missing documents later, but the more complete this set is, the smoother your cap table setup will be.

| **Documents** |
| --- |
| **Incorporation Documents**<br>- Initial certificate/articles of incorporation<br>- All amendments to incorporation documents |
| **Equity Plans and Agreements**<br>- All equity incentive plans, including amendments<br>- Founder Stock Purchase Agreements<br>- Preferred Stock Purchase Agreements<br>- Convertible Note Agreements/SAFEs<br>- Warrants<br>- Notice of Grants and/or Option Agreements<br>- Exercise Agreements<br>- RSU Agreements<br>- RSA Agreements |
| **Governance Documents**<br>- Board and stakeholder actions (minutes and consents) related to securities issuance<br>- Stakeholder agreements covering voting, transfer restrictions, preemptive rights, rights of first refusal, registration rights, and market stand-offs |
| **Capitalization Records**<br>- Existing cap table in any spreadsheet format<br>- Copies of certificates including legends<br>- 409A valuation reports |
| **Stakeholder Information**<br>- List of terminated stakeholders with termination dates and reasons (voluntary, involuntary, for cause, death/disability, retirement)<br>- Documentation regarding vesting acceleration for any security, including change of control provisions<br>- Side letters or documentation granting "most favored nation" (MFN) rights related to securities issuance |

### Upload process
**Step 1: Access the Data Room**

1. From your dashboard, click **Data Room** in the left sidebar.
2. You'll see the Data Room interface where all uploaded documents are stored.

**Step 2: Upload Your Files**

1. Click **Upload Files** in the top-right corner.
2. Select files from your computer or drag and drop multiple files.

**Step 3: Verify Upload Completion**

1. Review the Data Room to confirm all documents have been uploaded successfully.
2. Check that you've included all available materials covering your company's complete equity history.
3. Organize files into folders if needed for clarity.

**Step 4: Notify the Mantle Team (paid plan customers only)**

Once all documents are uploaded, email support@withmantle.com to let the team know your materials are ready for review.

### What happens next (for white-glove onboarding)
For paid plan customers:

1. The Mantle team begins building your cap table based on uploaded materials.
2. You'll receive updates or requests if additional information is needed.
3. Once your cap table is complete, you'll be notified via email.

Typical timelines are about 5-10 business days, depending on the complexity of your equity structure and how complete your documents are.

### Manage access roles
Admins control who can see and update equity data. Mantle uses role-based access so you can safely involve finance, HR, law firms, and board members without sharing everything with everyone.

##### Understanding access levels
Mantle provides three access levels:

**Full access:**
- Can view all company information
- Can edit cap table, issue securities, and modify company settings
- Can manage other users and their permissions
- Ideal for: Founders, CFOs, finance team members

**Edit access:**
- Can view and edit company information with some restrictions
- Cannot manage users or modify critical settings
- Ideal for: Finance and HR team members

**View-only access:**
- Can view all company information
- Cannot make edits or changes
- Cannot manage users or permissions
- Ideal for: Board members, advisors, investors

### Adding company administrators
Add team members who need access to view or manage company information.

##### **Step 1: Navigate to Admin Access**
- From the dashboard, click **Admin Access** in the left sidebar.
- You'll see the Admin Access page with a list of current administrators.

##### **Step 2: Add a New Admin**
- Click **Add Member** in the top-right corner.
- The **Add Member** modal will open.

##### **Step 3: Enter Admin Details**
In the modal provide:
- Email address
- Role/Title
- Access level

##### **Step 4: Save the Admin**
- Review the information for accuracy.
- Click **Add Member** to save.
- The new admin will receive an email invitation to access the platform.

### Managing existing admins
From the Admin Access page, you can:
- View all current administrators and their access levels
- Edit admin details by clicking on their name
- Remove admin access by clicking the delete icon next to their entry

### Collaborating with your law firms
Inviting your legal partners into Mantle keeps your cap table, legal documents, and approvals in sync. Law firm members can view your structure, help with new issuances, and support transactions directly in the platform.

##### **Step 1: Add the lawyer as a user**
First, add the individual lawyer to your company workspace. This is a prerequisite so that the "Add Law Firm" button appears in Step 2:

1. Go to **Admin Access** in the left sidebar.
2. Click **Add Member** in the top-right corner.
3. Enter the lawyer's email address, first name, and last name.
4. Select their access level (typically "Full Admin").
5. Click **Add Member** to save.

##### **Step 2: Link the user to their law firm**
Next, associate the lawyer with their law firm organization:

1. In Admin Access, click the **Law Firms** tab
2. Click **Add Law Firm** in the top-right corner.
3. Mantle will try to match the lawyer's email domain to known law firms.
4. If a match is found, you'll see the firm's name and details.
5. Click **Select** to delegate access to the firm's admin.

If Mantle doesn't recognize the law firm, you can still invite the lawyer as an individual admin.

### Adding stakeholders
A clean cap table depends on a complete list of stakeholders (founders, employees, contractors, advisors, investors).
Add employees, advisors, and other equity holders to your cap table so they can view their holdings and receive equity communications.

**Step 1: Navigate to Stakeholders**
1. From the dashboard, click **Stakeholders** in the left sidebar.

**Step 2: Add a New Stakeholder**
1. Click **Add Stakeholder** in the top-right corner.
2. The **Add Stakeholder** modal will open.

**Step 3: Enter Stakeholder Details**
1. In the modal, provide the personal and equity information required.

**Step 4: Save the Stakeholder**
1. Review all information for accuracy.
2. Click **Create** to save.
3. The stakeholder will receive an email invitation to access their equity information on Mantle.

### Managing stakeholders
From the Stakeholders page, you can:
- View all stakeholders and their equity holdings
- Edit stakeholder details by clicking on their name
- Update vesting schedules and equity information
- Mark stakeholders as terminated when they leave the company

### Introducing Mantle to Your Team
Because companies have different preferences for stakeholder communications, Mantle does not send automatic email communications to stakeholders who have been added to the Mantle platform. Instead, we invite company admins to send emails directly.