How to add and delete investment firm users
From the sidebar, navigate to Firm settings > Settings.
The first tab of the Settings page is People.
How to add a firm user
From the People page, click Add new user.
Enter the details for the user that is to be added to the investment firm. The new user will be sent an invitation to join via the email address provided.
Designate how much access the new user should have for each entity and fund commitment in the investment firm and click Save and continue at the top of the page.
How to delete a firm user
From the People page, click Edit to the right of the user you would like to delete from the account.
Click Remove user.