Investor Adding a client is the process whereby an Investor adds a Portfolio Company on his Portfolio Index and gets an authorization from the Company. Before adding, the Portfolio Company must register an account as an through the Diligentsia homepage. The Investor is also responsible for completing the addition process for the company. For more details on how to register from the homepage, click here. For an Investor to add a company to the Portfolio Index, follow the below steps.
Step 1: From your Investor Portfolio Index, click on Add Portfolio Company, search and confirm your client's company and fill the popup form.
Step 1: From your Investor Portfolio Index, click on Add Portfolio Company, search and confirm your client's company and fill the popup form.
Search for your client's company's name.
Confirm Client's company
Add, check and confirm client’s website, 5 words explaining your client’s business, Client Company’s development stage, investment or growth or exit ready, client contact name and email.
Check and confirm.
After clicking on Submit, Company description is generated from the 5 keywords given. Click on next.
Step 2: Your client gives you access from the email that has been sent.
Step 2: Your client gives you access from the email that has been sent.
From the email sent to your client, your client decides which area you should have access to.
An email is sent to you notifying you that your client has granted you access.
Another email is sent to the client notifying you that you now have access.
Step 3: The added company reflects on the Portfolio Index of the Investor and the Company Index of the client
Step 3: The added company reflects on the Portfolio Index of the Investor and the Company Index of the client
Portfolio Index
Company Index
FAQs
How do i subscribe to a plan?
For info on how to subscribe to a plan, click here.
Q: Can I subscribe to a plan for my client or my client has to be the one to do the subscription?
As an Investor, you can subscribe to a plan for your client. For more info on how to do that, click here.
Q: Can I edit client details after adding them?
Unfortunately, no.
Q: What happens if a client doesn't authorize access?
You will not have access to their profile until authorization is completed.
Q: How can I track the authorization status of a client?
You can monitor the client’s authorization status directly from the Client Index
Q: Is it possible to resend the authorization email to a client?
Yes, if the client hasn’t responded, you can resend the authorization request from the client index.
Q: What happens if a client rejects the authorization request?
If a client rejects the request, you will not have any access to their profile or dashboard.
Q: Can multiple advisors manage the same client account?
Yes, but each advisor needs to request individual authorization from the client to gain access.
Q: Can I withdraw a client authorization request?
No, once a request is sent, you can't withdraw it. The client must either approve or reject the request.
Q: What should I do if the client authorization email is not received?
Mail should drop in a few minutes. If not, ask the client to check their spam folder. If it’s still missing, you can resend the authorization request.
Q: Is there a limit on how many clients I can add?
There is no limit to the number of clients you can add to your client index.
Q: Can the degree of access the client gave me be changed
Yes, the degree of access the client gave you can be changed.(i.e From all areas to Dashboard only or Dashboard and Reports only).
Q: Can I delete/remove a client company from my Client Index/Dashboard?
Yes you can. On your Portfolio Index, locate the company and click the trash icon beside the company's name and click on delete.
Confirm deletion.
Company would be removed from your dashboard and portfolio index
Alternatively, if the client deletes their company from our platform, that company would not exist on your dashboard again.
Troubleshooting
Q: Why can’t I find the “Add Portfolio Company” button on my Portfolio Index?
A: Ensure you are logged into your account with investor privileges. If the button is missing, refresh the page or contact support.
Q: What should I do if the client’s company doesn’t appear in the search results?
A: Verify the spelling of the company name or company number and ensure it is registered with Companies House. If the company still doesn’t appear, contact support for assistance.
Q: Can I add a company without providing a website or business description?
A: No, these fields are required to complete the addition process. Ensure you have accurate details before proceeding.
Q: Why is the client not receiving the authorization email?
A: Ask the client to check their spam or junk folder. If the email is still missing, resend the authorization request from the Client Index.
Q: What should I do if a client hasn’t responded to the authorization request?
A: You can resend the authorization email from the Client Index to remind the client to take action.
Q: Can I edit the business description or development stage after adding a client?
A: The company description can be edited while the development stage cannot be edited once the client is added. Ensure the information is accurate during the initial process.
Q: How do I know if a client has authorized access?
A: You will receive an email notification when the client grants access, and the status will be updated in the Client Index.
Q: What happens if a client grants partial access?
A: You will only be able to view and manage the modules or areas specified by the client. Contact the client if you need additional access.
Q: Can I add multiple clients simultaneously?
A: No, each client must be added individually through the “Add Portfolio Company” process.
Q: What should I do if a client accidentally rejects the authorization request?
A: Resend the authorization request to the client and guide them to approve it.
Q: Is there a way to track which clients have been added but not authorized?
A: Yes, the Client Index provides a real-time view of authorization statuses for all added clients.
Q: Can I assign a different advisor to manage a client after they’ve been added?
A: Yes, but the new advisor will need to send their own authorization request to the client.
Q: What happens if I enter incorrect client details during the addition process?
A: The details cannot be edited after submission. You may need to remove the client and re-add them with the correct information.
Q: Why is my Portfolio Index not updating after adding a client?
A: Refresh the page or log out and log back in to see the updated Portfolio Index. If the issue persists, contact support.
Q: Can I add a client who is not yet ready to authorize access?
A: Yes, but you won’t have access to their data until they complete the authorization process.
Q: What should I do if the authorization status doesn’t update even after the client has approved?
A: Ensure the client completed the process correctly. If the status still doesn’t update, contact support for assistance.
Q: Can I view a history of authorization requests and changes?
A: Yes, the Client Index includes an audit log that tracks authorization requests, approvals, and changes.
Q: Is there a way to revoke access once a client has authorized it?
A: Yes, the client can revoke your access at any time by updating their permissions.
Q: What should I do if I can’t access a client’s dashboard after authorization?
A: Verify the degree of access granted by the client. If access is still restricted, contact support to investigate.