Creating Admins and Users will help maintain a high level of security and efficiency in managing data and workflows on InvestNext.
There are two types of Admins:
Sponsor Admin : This role is automatically assigned all permissions when the role is created. You can have multiple "Admins" per account.
Sponsor User : This role is assigned specific permissions at a more detailed level. You can have multiple "Users" per account.
You can set up an admin account for a "User" and assign specific Permissions to manage the visibility, access, and control that a User has within your Portal. This allows you to invite Users that are only relevant to specific Projects or have a specific role/functions in your workflows in InvestNext such as : Assistants, Accountants, Sales team members, etc.
IMPORTANT: You'll need to add a User to your Sponsor Portal before proceeding. If you have not done this yet, please follow the instructions outlined in this article first!
Step-by-Step Instructions:
STEP 1: Access the Users section by going to Settings from the top right hand side and click Users.
STEP 2. Click +New User and enter an email and Job Function:
STEP 3. After the User has been created click the 'Set Permissions' button in the row of the User:
Permissions are broken down into two levels:
Global Permissions level
Project level
You can set up a User's permissions by selecting a mixture of Global Permissions and Project Permissions or you can grant a User all Permissions.
Option 1:
If you want to give a User access to specific Global Permissions and/or Project Permissions, you can click on the individual items.
All grey-colored rows within the right-hand column are permissions NOT granted. All yellow-colored rows within the left-hand column are permissions GRANTED. You can move them to the left (activate permissions) or move them to the right (de-activate permissions).
IMPORTANT: If you do not add 'View' or 'Edit' permissions for a User, that item will be completely hidden from that team member when they login to the Portal.
Option 2.
If you want to give a User all permissions, you can simply click the first little arrow corresponding to the "Options available" row.
STEP 4. When you're finished, don't forget to click Save Permissions!
Notifications for "Users"
All admin accounts, whether they are a full Admin account or a User admin account, will be able to set their own notification options by going to their Profile settings.
User admins will only be able to receive notifications based on the Permissions they are assigned. The "User" will not be able to enable notifications that are outside of the functionality they have Permission to access.
Please follow this article for managing Admin/User notifications.
Video Walkthrough:
The following video will step you through this process.