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How do I preview what my stakeholder will see?
How do I preview what my stakeholder will see?
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Written by Xiaoyang Qian
Updated over 9 months ago

With Pulley, admin users can preview what stakeholders can see on their Pulley portal at any time. There are two ways to access stakeholder preview:

Through Stakeholders page

  1. Go to Stakeholders, and click on "Preview as Stakeholder" on the right most column

  2. Admin users can preview the stakeholder portal with all securities included (issued and drafts). Draft securities is only visible to the admin user, and is not visible to the stakeholder until the security has been issued to them.

Through security drafts page

  1. Go to Drafts page, click on "Preview as Stakeholder"

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