add_representative
Adds a representative (user) to manage a stakeholder's account. If the stakeholder field is omitted, the representative is added as a company-level cap table administrator. Requires unlock_shareflo to have been called first.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| Yes | Email address of the representative. | ||
| job_title | No | Job title. Company representatives only. | |
| last_name | Yes | Last name of the representative. | |
| telephone | No | Telephone number. Company representatives only. | |
| first_name | Yes | First name of the representative. | |
| stakeholder | No | Stakeholder to add the representative for. Omit to add a company-level representative. | |
| co_permission | No | Permission level for a company representative. Omit for stakeholder representatives. | |
| sh_permission | No | Permission level for a stakeholder representative. Omit for company representatives. |