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System Management
System Management
Everything you need to know to manage your InvestNext site configuration.
15 articles
SSO
What is Single Sign-on (SSO), and How Does It Work?
Single-Sign-On (SSO) FAQ's
How to Link Accounts Within the Portal (SSO)
How to Navigate Between Sponsor and Investor Accounts (SSO)
Register for an Investor Portal (Steps for Investors)
TEAMs Feature
TEAMs Set-Up
Manage TEAMs User Permissions
What is Teams at InvestNext and when does it work best?
How to make a Teams USER a Teams ADMIN
Managing Admin Users
Require 2 Factor Authentication for all Admin Users
Manage Admin and User Admin Notifications
Enable Two Factor Authentication (2FA) - Admin User
How to Manage User Admin Permissions
How to Add Admins and Users in Your Portal
Task Management
Creating and Assigning Tasks