Account Settings (for Organisation Admins):
How do I create a new user?
- Navigate to Settings > Users.
- Click on "Create User" (top right corner).
- Fill in the required fields:
- Username
- First & Last Name
- Email (Ensure the user has access to this email)
- Phone Number (For multi-factor authentication, if enabled)
- MFA Preference (Choose how the user will authenticate)
- (Optional) Enable "Define user as admin" if the user requires administrative privileges.
- Assign user access:
- Applications (Specify which apps the user can access)
- Portfolio Scope (Define data visibility for the user)
- Click "Create User" to finalize the process.
Set up notification settings:
Manage all of your notifications settings to ensure you only receive the information you need
Organisation Settings
Create email lists to facilitate communication with people inside or outside your organization. Add generic email addresses that need to receive investor email notifications.
Application Settings
Manage different subscribed application settings for your entire organisation.
- Collection App settings:
- You can set default settings for all access requests sent by your organisation. This means users will no longer have to fill in each access request parameter.
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- You can set-up default collection and look-through settings for your organisation to increase flexibility on files collected
