Pulley

Learn how to set up your portfolio as a stakeholder

Portfolio Access and setup as a Stakeholder

View My Vesting Schedule

Learn how to add other members to a stakeholder portfolio.

Add Other Parties To My Stakeholder Portal

83(b) Signing Process

Learn how to merge duplicate stakeholder portfolios within your account or separate Pulley user accounts with different email addresses into one account

How to merge multiple Pulley stakeholder portfolios or accounts

How to edit my email address in Pulley?

Learn how to set up a recovery email, reset your Pulley password, and regain account access if your primary work email is no longer available. Includes step-by-step instructions and troubleshooting…

Recovery emails and password resets

Troubleshooting FAQs for receiving emails and password resets and 2FA enrollment on your Pulley account

Troubleshooting: Not Receiving Account Emails

Learn how to view information, run workflows and more

General Pulley Portal Navigation

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Create your workspace and invite the people you work with.

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

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

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

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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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