Carta: setup and configuration

Read selected issuer finance and capitalization summary data.

Open Settings > Workspace > Integrations > Carta. Workspace settings permission is required to manage the connection.

Environment starts as Playground. Choose Production only with credentials for that environment. This connection does not change ownership, issue equity, or write capitalization data. Saving a credential does not give every workspace member access. Use the resource access control to grant the selected resource to the people who need it. Remove local access stops Lumenbase using its saved credential. Revoke the credential at the provider too if it should stop working elsewhere.