Issue

How do I give an Investor access to a portfolio?

Resolution

Navigate to Fund Level > Fund > Fund Structure

1. Under Other Fund Contacts, click on Add Contact 
   
   
   
2. From the pop-up screen, enter the relevant information for the Investor under both Details and Address tabs (Physical Address is required to be entered)
3. Click Save
4. Go to Roles tab and click + Add Role. Select Investor.
   
   
   
   
5. Click Menu Icon
6. Click Send Invitation
7. Go to Relationships tab
8. Click Related Funds
9. Click into the field to Add Related Fund 
10. The name of this fund will show  up, click on Entity
11. Click Menu Icon
12. Click Grant Access
13. Click Save