FAQs - INVESTOR Team Management and Permissions
Q: Can i add more than one Investor to my Portfolio Index?
Yes, you can add more than one Investor to your Portfolio Index. To do that, follow the steps below.
Step 1: On your Portfolio Index, you can either click "Add to team" or go to Investor Team, them click on Add Investor, fill in the Investor's details and add the necessary permissions.
Step 1: On your Portfolio Index, you can either click "Add to team" or go to Investor Team, them click on Add Investor, fill in the Investor's details and add the necessary permissions.
Step 2: Sub investor would receive an email to set password and login.
Step 2: Sub investor would receive an email to set password and login.
Step 3: You can now see status of new invite.
Step 3: You can now see status of new invite.
New Sub-Investor's names or profile picture now reflects on the Portfolio Index
Active Investor.
Q: How can i edit a Sub Advisor's permission?
Step 1: From your Portfolio Index, go to "Team Permissions"
Step 1: From your Portfolio Index, go to "Team Permissions"
Step 2: The modules where the initials of names or profile pictures of the investors are present are modules that they have access to. You can click the indent to either add or remove their access to any module.
Step 2: The modules where the initials of names or profile pictures of the investors are present are modules that they have access to. You can click the indent to either add or remove their access to any module.
If the advisor does not have access, you can just tick the box to give access.
If you want to remove an advisor's access to any module, you just untick the box.
Step 3: Permissions are updated and there is an audit log of the changes made.
Step 3: Permissions are updated and there is an audit log of the changes made.
Q: I want to delete an advisor, how can i do it?
Step 1: On your Portfolio Index, go to Investor Team, navigate to the Investor you wish to delete and click on the trash bin.
Step 1: On your Portfolio Index, go to Investor Team, navigate to the Investor you wish to delete and click on the trash bin.
Step 2: Confirm deletion.
Step 2: Confirm deletion.
There is an audit log to record the history.
There is an audit log to record the history.
Q: Can investors view all client data?
Access is permission-based, and you can control which modules each investor can view.
Q: Is there a limit to how many investors I can add?
No, you can add as many investors as needed.
Q: Can I assign different levels of permissions to different investors?
Yes, permissions are customizable for each investor and module.
Q: How can I audit changes to permissions?
An audit log is available, recording any permission changes made.
Q: Can investors edit client data?
Only if you assign them editing permissions for specific modules.
Q: What happens if I remove an investor’s access to a module?
The investor will no longer be able to edit data in that module.
Q: Can I assign temporary permissions to an investor?
No, but you can modify or remove permissions at any time.
Q: What if an investor leaves the company?
You can delete the investor’s profile, which revokes their access.
Q: How do I know if permission changes were applied correctly?
You can verify changes through the audit log in the Portfolio Index.
Q: How do I contact support for issues with team management?
You can reach out via the support messenger on the platform or through email.
Troubleshooting
Q: Why can’t I add a new investor to my Portfolio Index?
A: Ensure you have the necessary admin permissions to add investors. If the issue persists, check your internet connection or contact support.
Q: What happens if the email invitation to a new investor is not received?
A: Ask the investor to check their spam or junk folder. If still not received, resend the invitation or verify the email address entered.
Q: Can I reassign permissions for an investor who has already been added?
A: Yes, navigate to “Team Permissions” on your Portfolio Index and update the investor’s access by ticking or unticking the relevant modules.
Q: How do I handle duplicate investor profiles on my Portfolio Index?
A: It may not be feasible to add an investor with the same email address more than once. If an attempt is made, the system will promptly notify you that the user already exists.
Q: Can I recover an investor’s profile after deletion?
A: No, deleted profiles cannot be recovered. You’ll need to re-add the investor and set up permissions again.
Q: Why am I unable to edit an investor’s permissions?
A: Ensure you have admin access. If permissions are still uneditable, it could be a system issue—contact support for assistance.
Q: What should I do if an investor cannot log in after being added?
A: Confirm that the investor has set their password and verified their email. If issues persist, reset their access or contact support.
Q: Can I add an external advisor to my Portfolio Index?
A: Yes, external advisors can be added as investors, but ensure you carefully manage their permissions to restrict access to sensitive modules.
Q: How do I track which changes were made to permissions?
A: Use the audit log in the Portfolio Index, which records all permission updates, including who made the changes and when.
Q: Why are changes to permissions not reflecting immediately?
A: Permission updates should apply instantly. If they don’t, refresh the page or log out and log back in. Contact support if the issue persists.
Q: Can I assign read-only permissions to an investor?
A: Yes, while editing permissions are module-specific, you can assign view-only access by not enabling editing rights.
Q: What should I do if an investor accidentally gains access to restricted modules?
A: Immediately revoke access by navigating to “Team Permissions,” unticking the relevant modules, and reviewing the audit log.
Q: Can I set up a default permission template for new investors?
A: No, permissions must be set manually for each investor. However, you can replicate settings by referencing an existing investor’s permissions.
Q: How do I manage permissions for a large team of investors efficiently?
A: Use "Team Permissions” to manage access for multiple investors
Q: What if an investor doesn’t appear on the Portfolio Index after being added?
A: Refresh your browser, check the invitation status, and confirm that the investor completed the registration process.
Q: Can I restrict investors from inviting other users?
A: Yes, user invitation capabilities can be limited to admin-level accounts. Ensure permissions are set correctly.
Q: How do I ensure that sensitive data is only accessible to specific investors?
A: Review and customize module permissions regularly to ensure sensitive data is restricted to authorized personnel.
Q: Can I temporarily disable an investor’s access without deleting their profile?
A: Yes, revoke all module permissions to temporarily disable access without deleting their profile.
Q: How do I resolve errors when attempting to delete an investor’s profile?
A: Ensure no active sessions are associated with the investor’s profile. If errors persist, contact Diligentsia support for resolution.