Inviting Multiple Users to Fidelity Private Shares

Introduction

When new users are added to your account, whether after onboarding, through a workflow, or after an HRIS integration, they must be invited before they can access the platform. The Send Invite to Existing Users workflow is used to identify and invite users who have been added to your account but have not yet received an invitation, or users who were previously invited but have not yet activated their accounts.

This workflow will not add new users to your account. If anyone is missing you can run the Create New User workflow, connect your HRIS to import employees, or manually upload HR data into your account.

Send invite to existing users workflow

On the Company Workspace, go to Start New Workflow > User Directory > Send Invite to Existing Users.
On the Let's Get Started page, click Continue.
A list of all applicable users will be displayed, including each user's name, invitation status, role(s), and email address. Select the checkbox next to each user you want to invite.
The number of select users will update in the top left corner of the workflow. Click the 0 of X box to select all users.
The list of users can be filtered by their status and/or role. Click the Filters icon, check which filters you wish to use, and click Apply.

Hover over the Filters icon to see which filter(s)have been applied.

To remove the filters, click the Filter icon> uncheck all selected filters > click Apply.
Once all users have been selected, click Continue.
If any users do not have an email address, you'll be prompted to add the missing email address before continuing. Once added, click Continue.
If there are a lot of missing emails, you can select Bulk upload. This option will have you download and fill out a template to add the missing email addresses.
At the Checkpoint you can review the selected users that will receive an invite. Click Download summary report to save a report of all users; this report includes their name, email, invite status, role, and internal stakeholder ID.

You can also edit the wording of the email sent to the selected users. Click Edit to make changes.
After you select Continue, invitation emails are sent to all selected users. Each user receives an email with a link and instructions to set up their account. If users have questions about the setup process, direct them to the article on setting up their user account, or they can contact our Support team for further assistance.

Screenshots are for illustrative purposes only.

Fidelity Private Shares LLC provides cap table management and/or other administrative services to private companies and their equity compensation plans, and to investors in the private markets.

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