Look for a bar across the top to determine if the account is in setup mode.

Decide whether to immediately send emails to investors or add them now and invite them later.
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Go to Management, then General, and scroll down to View Setup Mode.

Enable setup mode if you want to add investors without sending registration emails immediately.

Disable setup mode if you want emails to invite investors into the platform.
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Click on Invite to add investors.

To add one at a time, click Add Individual.

Consider watching a separate video on Importing a List of Investors for bulk import.
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Enter the investor's first name, last name, and email address.

Click Add Individual at the bottom to send them an invitation.
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The investor will receive an email with a registration link.

They will click the link to register their profile.

Create a password, confirm it, and click register to activate their profile.
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If needed, resend the registration invitation by clicking on the investor's name.

Check if they have registered their profile and send the invitation again by clicking the blue send registration invitation button.
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Once the investor completes registration, they will have an active profile in your platform.