Your investors' interaction with Fund Portal creates a fully auditable trail consisting of your invitee's time-stamped logins, document downloads and profile tab views. Use these data-driven insights to streamline your sales effort by focusing on converting those prospects, who are most engaged.
You can view the activity of an investor or prospect in the 'Manage Access' tab. Here, you will find a list of users who have already logged into your Fund Portal. Users to whom you have sent requests but who have not yet logged in, can be found in the 'Invite New Investors' tab.
To view a user's activity, select 'show profile' in the corresponding row.
On this page, you can edit the privilege level of a specific user in the 'Privilege level' dropdown or revoke access by selecting the 'Denied' option.