1. Log in to Carta
2. Click on Company
3. Click Permissions and roles
3. Click Add User
4. Enter the following information
- First Name: Welcome
- Last Name: Integration
- Email: integrations+[yourcompanyname]@heywelcome.com (e.g. integrations+acme@heywelcome.com)
- Title: Welcome Integration
5. Select Company viewer as the permission
6. Click the Add user button
Note: To integrate with Carta, we will need you to create a temporary, third-party login. Below are instructions on how to do so.