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

Learn about signatories and their role in Pulley equity management.

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 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

Morgan

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

Orientation

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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