Adding a New User

To add a new user to the Sponsorship Organization:

1. Click the Action: NEW USER button at the top right of the screen.

Sponsorship Organization, Users Tab, New User Location

2. Fill out the required fields in the form:

Sponsorship Organization, Users Tab, Add New User Popup

Note

All three fields are required:

• Item: Email

• Item: First Name

• Item: Last Name

3. Select the appropriate permissions for the new user.

Available Permissions

• Subsection: Assessment Test

  • View Assessment Test Results

• Subsection: Billing

  • View Invoice

  • View Payment

• Subsection: Cashout

  • Add/Edit Cashout Questions

  • Approve/Deny Cashout Requests

  • Edit Cashout Price Per Share

  • View Cashout

• Subsection: Community

  • Edit Community Profile

• Subsection: Demographic

  • Add/Edit Demographic Questions

  • Add/Edit Renew Demographic Questions

• Subsection: Document

  • Upload Entity Offering Document

  • Upload Entity Onboarding Document

  • View Entity Offering Document

  • View Entity Onboarding Document

• Subsection: Entity

  • Add/Edit Entity

• Subsection: Investor/Shareholder

  • Add/Edit Investor

  • View Investor

• Subsection: Offering

  • Add/Edit Offering

• Subsection: Report

  • Run Shareholder List Report

• Subsection: User

  • Edit/Add Community Staff

  • Edit/Add User

  • View Users

4. Click Action: SAVE to add the new user to the organization.

Important

New users will receive an email invitation to join the platform. They must accept this invitation to gain access to the organization.