Pulley

What is vesting?

Choosing between template, milestone and custom vesting.

How do I insert vesting in Pulley?

How do I print my vesting schedule for my security?

What vesting schedule should I use for employees?

Instructions on standard Vesting Schedules, Custom Vesting and Milestones

How do you add different vesting schedules to securities?

How do vesting alerts for employees work?

How do I stop vesting due to a termination?

How do I pause vesting?

How do I accelerate vesting?

Yin Wu

Support

Morgan Munger

Vesting

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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.

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

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

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

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