Janover Connect

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

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

Configure your Investor Portal from the Settings Menu

Manager Platform Guide - How do I update the Investor Portal to reflect my brand?

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

Manager Platform Guide - How do I enable access to the Investor Portal?

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

Manager Platform Guide - How can I automatically approve all investor portal access requests?

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

Manager Platform Guide - How do I remove an investor's access to the Investor Portal?

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

Manager Platform Guide - How do I reset the investor’s password?

Yasmin Bastos

Investor Portal

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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