Provisioning additional internal user accounts is easy! Follow the quick steps below to invite new users to the sponsor workspace.

Note: this article talks about adding internal users of your organization to the system. If you want to add investor contacts to the system, check out this article.

Step 1) Navigate to the settings icon at the top right corner of the page

Step 2) Navigate to the Users tab on the settings menu.


Step 3) Click New User, enter an email and Grant Access

Next steps: setting user permissions

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