Groundbreaker

Discover how to make the Investor Portal an extension of your brand

Manager Platform Guide - Investor Portal Overview

Provide your company details in the general settings

Configure your Investor Portal from the Settings Menu

You can approve portal access on the user’s Contacts page

You can turn off the setting that requires a manager's approval when you access the Investor Portal settings

You can deactivate a user’s access on their Contacts page

You can reset a user’s password on their Contacts page

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