Adding additional internal Admin and User accounts is easy! Follow the quick steps below to invite your team members to the Sponsor workspace.
There are two types of Admin Users in InvestNext:
Admins are granted all available permissions by the system when they are set up.
Users can be assigned specific permissions by an Admin.
Note: This process differs from adding Investors to your Contact list in the Portal! If you want to add Investor Contacts to the system, check out this article.
Step-by-Step Instructions:
Step 1. Navigate to the 'Global Settings (gear icon)' at the top right-hand corner of the page.
Step 2. Click on 'Users' tab section in the left-hand navigation panel.
Step 3. Click on either the '+NEW ADMIN' or '+NEW USER' buttons.
Step 4. Then simply plug in the Email Address of the team member you'd like to send a Registration invitation email to.
Admin Pop-up:
User Pop-up: