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Manager Platform Guide - How do I control how my contact information displays in the Investor Portal?
Manager Platform Guide - How do I control how my contact information displays in the Investor Portal?

Provide your company details in the general settings

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

General Settings is where you provide your company’s name and address and the primary contact information you want to provide to your investors.

To review and update general settings:

=> Select Menu from the Home Dashboard

=> Select Settings

=> Click General

Enter your company name, email, address, and phone number, and click Save.

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