To add a new user:
Navigate to Firm Settings → Settings
From the People page, click Add User
Enter the User Information
Input the user's email address.
Choose whether the user is a:
Firm Member – a typical user within your firm.
Or
Service Provider – limited access users such as auditors or tax professionals with view-only permissions.
Set the job title and admin permissions
Enter a job title.
Indicate whether the user should be an Administrator.
Optional: Portfolio Insights Permissions
If applicable, choose whether the user can view or update request for information (RFI) submissions.
Assign Roles and Permissions
You can either:
Manually configure the user's roles and entity permissions.
Copy permissions from an existing user using the dropdown menu.
Select which entities this user should have access to.
You can select to apply selected permissions across entities or customize permissions individually for each entity.
Set Document Permissions for Fund-of-Fund investments (if applicable)
If applicable, assign the user as a primary contact and specify document access levels.
More information on document permissions can be found here.
Click Add User to complete the process.
A confirmation message will appear once the user is added.