15 articles
Setting Up Your Admin ProfileThis article goes over setting up access to the admin portal, also known as the manager portal.
Logging Into Your Admin PortalThis article goes over signing into your admin account.
Updating Your User InformationThis article explains how to update details such as your user email on your admin or manager profile.
Adding a New Team MemberThis article goes over the process of adding a admin or manager-level user, allowing them to manage investors and your manager profile.
Updating a Team Member's PermissionsThis article explains how to update a team member's permissions.
Revoking Team Member's Portal AccessThis article goes over the process of deleting an admin or manager-level user.
Quick Portal OverviewThis article provides an overview of the different sections and capabilities available within the Manager Dashboard.
Supported Document/File TypesA list of supported document types that can be uploaded into our portal.
Submitting Feedback To Our TeamThis article goes over how you can submit feedback to our team.
Granting Verivest DocuSign ConsentThis article goes over how to grant us consent to send Subscription Agreements on your behalf via DocuSign.
Connecting With HubSpotThis article explains how to setup a HubsSpot integration.
Opting Out Of Parallel MarketsThis article goes over how to deactivate the Parallel Markets portal integration.