The Portfolio > Team menu will show a list of the Portfolio Team Members.
Summary of Icons along the top:
||The arrow icons make the menu down the left hand side of the page invisible to maximise the space available to display the details.
When you use the button again the menu will reappear.
|| Use the X to close the page (the main screen will show blank).
Choose a sub-menu from the left hand side to load a page.
If you click on + New a pop up box will show asking for some basic details:
||Looks for any updates to information displayed on the page.|
||Search for a user by Name.
To clear this filter, delete the name and press enter to view all again.
If you need to add a Portfolio user to a Company, go to Portfolio > Portfolio Summary > Investment Status - Overview tab.
On the Executive Team panel, click the green + icon and select to add an existing Portfolio user.
To edit details for an existing team member, click on their name and a pop up window will show:
*Block outgoing email notifications stops the user receiving system emails such as reminders.
The user would still receive an email if a password reset request was made.