Select the Access tab in the top menu:

To add new users, select +New Collaborator and:

  1. Enter the name of the user

  2. Enter the email of the user

  3. Select the permission level

    1. Edit Access Level - Users with this access level can add additional collaborators, add additional investors, add documents, remove collaborators, approve / review subscription agreements and sent to countersigned

    2. View Only Access Level - Users with this access level can view investor progress, view subscription agreements and export investor information

To edit a user’s access level select:

To remove a user select:

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