Pulley

Understanding the basics of Pulley and various post-onboarding workflows that will enable successful use of Pulley.

What to expect as a new Pulley admin

Navigating your admin dashboard

Understanding the fundamental differences between the admin and stakeholder experiences within Pulley.

Admin access vs. stakeholder access

Understanding signatories

Understand what templates are, how they work conceptually, and when the different template types

Understanding templates

Understand and learn how to configure company settings within Pulley to ensure your organization is setup for you equity needs.

Configure your company settings

How to find and complete your pending tasks on Pulley.

Find and complete pending tasks

How to find and complete signatory requests within Pulley.

Complete a signatory request

How to enable notifications

Before you issue options or restricted stock, you need to understand how much room your equity plan has and what happens when that room runs out.

Understanding equity plan capacity

Collier Kirkland

Morgan Munger

Understand the basics of Pulley, including navigation and key settings for your Pulley Configuration

Orientation

Find answers and get help from Intercom Support and Community Experts

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