By Aidee1 author16 articles
Setting Up Your Manager/Admin Portal CredentialsThis article goes over setting up access to the admin portal, also known as the Manager portal.
Logging Into Your Manager/Admin PortalThis article covers how to log in as a new admin or manager portal user.
Updating Your Admin/Manager Account DetailsThis article goes over where you can update your name, email or add a profile image.
Granting Portal Access to a New Team Member/Updating a Team Member's PermissionsThis article goes over the process of adding a admin or manager-level user, allowing them to manage investors and your firm's profile.
Revoking a Team Members Portal AccessThis article will guide you through the process of deleting an admin or manager-level user to remove their access to your firm's profile.
Quick Portal OverviewIn this article we’ll go over the different options available in each section of your Manager Dashboard.
Resetting Your Portal PasswordThis article goes over how to reset your password.
Enabling/Disabling Two Factor AuthenticationThis article goes over how to setup or disable two factor authentication.
Logging Out Of The Manager DashboardThis article goes over how to log out of your Manager dashboard.
For Managers-Investor Portal FAQsHere are brief answers to frequently asked questions from managers about the investor portal.
Self Service-Investor PortalThis article provides a brief explanation of the actions available in the investor portal.
Impersonating An Investor (Account Contact)This article explains how to impersonate an investor to view the portal as they would see it.