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Manager Platform Guide - How do I manage team member access?
Manager Platform Guide - How do I manage team member access?

Add and revise team member access to the Manager Platform from Organization Settings

Joni Reeves avatar
Written by Joni Reeves
Updated over a week ago

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 [email protected].

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