Onboard your team to help you
Sometimes Issuers need a team member to help them with the project.
At this stage, Stobox 4 does not yet support individual user roles. It means that granting access requires sharing your login credentials and private key, thus giving the other person full control over your account, including company documents, investor records, funds, and the ability to perform actions with legal or compliance implications.
Only share access with people you fully trust, and only when necessary.
Keep credentials and private keys secure.
Change your password immediately if someone leaves the company or changes their role.
For external partners, limit access to the period it's needed and update your password afterward.
To allow your team member to access your Stobox 4 account, use the Join device process, which allows access to a single Stobox 4 account from multiple devices. The only difference is that you allow another person into your account.
The process is as follows:
The main company contact logs in to their Stobox 4 account.
The main company contact shares their credentials with the assistant(s).
The team member logs in to the Stobox 4 account from their device. A preferable device is a desktop or a laptop.
You can connect up to 10 devices. See what device is for Stobox 4.
The team member clicks the Join a new device button and waits.
The main company contact sees the pop-up message at the top right of their Stobox 4 account and approves the connection.
The team member sees the screen to generate the backup file for their device and proceeds.
The team member ensures that the backup file is saved in several secure locations. If they lose it, the Issuer can help them regain access by using the main contact's backup file during the recovery process.
Note that in this case, the original backup file becomes invalid, so you'll have to connect your original device to the team member's account to generate a new valid backup file.
If you have any issues logging in to your company's Stobox 4 account, please contact your delivery manager with as much information as possible, since the most common login blockers may not apply in this case.
Once the Roles feature is available, this workaround will no longer be necessary.
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