· Adding Team Members To Your Investment Firm – Support Center IntroductionThis article will show you how to add team members to an investment firm or other third-party entity, and how to adjust their permissions Adding a New User From the Firm Workspace, cli
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For Lawyers: How To Add Law Firm Team Members - Support Center IntroductionThis article explains how to add a new team member to your law firm This can be done directly from a client's account, or the new user can be added directly to the firm See this artic
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How to Add a New Investor or Third-party Entity to Your Account, and . . . Introduction This article explains how you can invite a new third-party entity to view documents and or the cap table in your company's account, usually in the context of due diligence You can also invite an individual user to view similar information, or provide access to this information to existing investors or members of your team Once you've made the initial connection with this party