What is My Workspace?
The platform has three workspaces are available to users with different permissions and access levels: My Workspace, the Company Workspace, and the Administration Workspace. All users have My Workspace, and if this is your only workspace, you will see this workspace immediately upon logging in.
Parts of My Workspace
On My Workspace you will find the Employee Directory (if it has been made available by the company), the My Equity panel, My Documents, My Profile, and the Tasks and Workflows panel, which will include a link to your available workflows list, as well as a listing of workflows that you currently have in process, and ones that you've run in the past.
Equity
Clicking on My Equity will open your equity page, which gives you a breakdown of your equity, including number of shares, price, and vesting schedule for each grant you've received. If you have options that are available for exercise, that information will be listed on this page as well, and you can kick off an Exercise Options workflow from here.
My Documents
The My Documents panel will take you to the Data Room, which stores all the documentation relevant to your employment and/or equity. Documents can be found by using the search bar or navigating through the folders on the left side of the screen. Each folder name will list the number of documents held in that file. You can read more about documents in the data room here.
My Profile
The My Profile section of the workspace is where you can manage your account settings, including name, address, or email changes. You can read more about the managing your profile in this article.
My Tasks and Workflows
The My Tasks and Workflows consists of three sections: Start New Workflow, My Tasks, and Workflows.
- Start New Workflow: Clicking on this section will open the My Available Workflows page, which lists the workflows that are available for you to run.
- My Tasks: This panel will list the workflows that are in flight that need your attention.
- Workflows: The Workflows panel will list all the actions you have taken in the past. The Explore link will open to the My Workflows page where you can filter the view by last activity, process type, or current status.
Employee Directory
The Employee Directory lists all users for your organization including their email address, start date and phone number (if access has been granted by your company).
Additional Resources
Screenshots are for illustrative purposes only.
Fidelity Private Shares LLC provides cap table management and other administrative services to private companies and their equity compensation plans.
Fidelity Private Shares LLC
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