How To Add Allocations & Stakeholders
IMPORTANT: Please ensure you followed all of the steps within the Magna Quickstart Guide before adding allocations/stakeholders.
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IMPORTANT: Please ensure you followed all of the steps within the Magna Quickstart Guide before adding allocations/stakeholders.
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Follow the steps below (see video guide here).
Navigate to the “Allocations” tab.
Make sure the correct token is selected in the drop down on the top-left corner of the screen.
On the top-right corner, you will see two options:
Import Allocations: This is the best option if you have a significant amount of stakeholders you want to upload all at once.
Create Allocations: This is the best option if you have just one or a few stakeholders you want to upload.
Please review the 'How To Fill Out Your Onboarding Sheet' section to ensure your CSV is in the correct format before you import/upload to the app.
