You may have several people involved in managing the investment process. Whether these individuals are in your organization or external to it, they can more efficiently support your business by taking advantage of the Groundbreaker Platform capabilities. You can add team members and manage their access to your account.
Add Team Members
=> Select Menu from the Home Dashboard
=> Select Settings
=> Click on Organization
A list of all members in your organization with access to the platform is displayed. From this page, you can click on + Add team member to add additional users.
And a page with the fields to populate for the team member is displayed.
Required Information
First name
Last name
Email address
Phone number
Account Permissions
User
Team members with this permission level have read and write access to all investment aspects of Groundbreaker, including contacts, investor accounts, investment entities, and offerings
Users assigned this role cannot access the Settings section
Administrator
Team members identified as Administrators have the same read and write capabilities as those with the User permission
Additionally, Administrators are able to access and manage all functions available in the Settings section
Once added, click on Send Invite to generate an email to the added user who will then access the link and complete the steps to create a secure login to their account on the Groundbreaker Manager Platform.
Modify Team Members
When necessary, you can revise the team member’s contact information, change their account permissions, or remove their access.
=> Select Menu from the Home Dashboard
=> Select Settings
=> Click on Organization
=> Click on the team member’s name
Be sure to click Save when you are done with your edits.
Support Information
If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact support@groundbreaker.co.