As a company user, how do I add and edit investor groups?

Learn how to manage investor groups and their visibility settings.

→ Navigate to the left side menu > Settings > Investor permissions

→ To create a new investor group, click on the "Add" button.

→ Rename groups by selecting the group name and typing the new name directly.

→ To manage the visibility and access for each investor group, simply click on the desired group and choose adjust their permissions and visibility rights. For Reports, you can choose to show or hide the visibility of each report listed. Similarly, for Files, you have the option to show or hide any uploaded files or attachments.