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· Adding Team Members To Your Investment Firm

Updated

Introduction

This article will show you how to add team members to an investment firm or other third-party entity, and how to adjust their permissions. 

Adding a New User

  1. From the Firm Workspace, click on Start a New Workflow. 
  2. Under the Firm Management section, click Add Firm Member.
  3. Enter the name and email address for the new firm member.
  4. Select their start date with the firm. 
  5. Select if you wish to invite the new user now to your firm. This will send them an email with a link to complete their account activation process. If you choose not to invite the new user at this time, you can invite them from the User Directory. 
  6. Once added, you will want to set their access and permissions level as described below.

Access and Permissions

Firm Permissions

These steps outline how to set the permissions at the Firm level for a new user. Note that these permissions will not carry over to any portfolio companies.

  1. From the Firm Workspace, go to Directory > User Directory. 
  2. Click on the three-bar menu and select Access.
  3. Check the appropriate permissions for the new user, and click Save.

Company Permissions 

Once a new user has been granted Firm permissions as explained above, they can be added to individual companies to which your firm has access. 

  1. Navigate to the Company Workspace for the company. 
  2. Under My Firm, click Team Management. 
  3. Click Add Team Member.
  4. Select if you are adding an existing user already added to your firm, or if this is a new user. 
  5. Click the three-bar menu for the newly added user, and select Edit Role. 


  6. Select the appropriate role for the new user: 
    Primary Manager: By default, the access level granted to the primary contact is the Primary Manager. They have full access to the reports and Data Room folders you've shared. They can add team members and define their access (up to the level that the primary contact has).

    Team Lead with Managed Access: These individuals can add other Team Members and have access to the information designated to them by the Primary Manager or the company. 

    Team Lead with Full Access: They have full access to the reports and data room folders shared with the Primary Manager. They can also add team members and tailor their access.

    Managed Access: These team members are only allowed to access the information granted to them by a more senior member of the team. They cannot add team members or change others' access.

  7. If you selected a role with Managed Access, click the three-bar menu again and select Edit Permissions to control which specific permissions to grant to the user for the specific company. 

Screenshots are for illustrative purposes only.

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