By Aidee1 author6 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.