User (10)

Manage how users access your platform (Accounts, Authentication, Approval, Registration)

Add a user to an account & send an invitation (Invites, Create User, Create Account)

Add an admin user (Permissions, Roles, Access)

How do I delete a user ? (Remove, removing)

Can a user have multiple accounts? (Add multiple users)

Creating specific Sales Representative lists (Onboarding Internal Sales, Assigning Accounts to Sales Team, Sales Reps)

How can I customize the roles assigned to users in investor accounts? (Customizing Users, Account Access, Updating Access)

How do I customize my signature? (email customization, signature line, sigs)

How can I give an admin access to specific investors? (Lists, Restricting Access)

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