InvestNext

Everything you need to know to manage your InvestNext site configuration.

System Management

Single sign-on (SSO) allows you to sign into multiple accounts using one set of credentials (ex. username + password)

What is Single Sign-on (SSO), and How Does It Work?

Single-Sign-On (SSO) FAQ's

This article will walk through how to link and merge an existing account to utilize the SSO (single sign-on) feature.

How to Link Accounts Within the Portal (SSO)

This article will walk through how to switch between your linked SSO (single sign-on) Sponsor and Investor Accounts.

How to Navigate Between Sponsor and Investor Accounts (SSO)

This article will guide investors through two ways to register in an InvestNext portal.

Register for an Investor Portal (Steps for Investors)

Everything you need to know about the SSO (single sign-on) feature with InvestNext.

This article will guide you in setting up TEAMs for your portal and how to assign a USER to a TEAM.

TEAMs Set-Up

This article will walk you through managing user permissions for an individual that may be part of one or more TEAMs.

Manage TEAMs User Permissions

What is Teams at InvestNext and when does it work best?

This article explains how an admin user can become a teams admin and the functionality the admin would possess.

How to make a Teams USER a Teams ADMIN

TEAMs is a great feature that allows Sponsors to create a group of Sponsor "Users", limiting their access to a subset of data within areas of the platform (ex. Contacts).

TEAMs Feature

Require 2 Factor Authentication for all Admin Users

Use this article to select which email notifications that you would like to receive.

Manage Admin and User Admin Notifications

Enable 2FA for your Admin or User account

Enable Two Factor Authentication (2FA) - Admin User

This video and step-by-step instructions will show you how to set permissions for "user" admins your portal.

How to Manage User Admin Permissions

This article describes how to add internal Admins and Users on the InvestNext platform

How to Add Admins and Users in Your Portal

Managing Admin Users

Learn how to assign tasks to yourself and other team members.

Creating and Assigning Tasks

Task Management

Create a custom design with text, images, and links

Company Website

Find answers and get help from Intercom Support and Community Experts

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