How can I add or edit an investor's email address? (New User, Existing User, Email Change)

If you ever need to change a user's email address, or you need to add a user to an investor's account, there are several options to proceed.

Editing an existing user:

If the user just needs to modify their email, you can take the following steps: 

1. Select Accounts from the left menu
2. Click into the investor's account
3. Choose the Users tab
4. Click the pencil icon next to the user
5. Update the email address 
6. Click Update user

Adding a new user:

If the user would like a second email address to their account, you can take the following steps:

1. Select Accounts from the left menu
2. Click into the investor's account
3. Choose the Users tab
4. Click Add a new user
5. Provide the user's first name, last name, and email
6. Click Create new user

Adding an existing user:

If you are trying to update or add a new user, but the user's email address already exists somewhere else in the platform, you will want to take the following steps: 

1. Select Accounts from the left menu
2. Click into the investor's account
3. Choose the Users tab
4. Click Add an existing user
5. Enter the user's email address into the field
6. Click on the returned results
7. Choose the User role from the drop-down menu
8. Click Add user