→ Click on your profile image at the top right > 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.
How to manage report and file accesses?
→ Click the the name of the group whose access rights you want to edit.
→ Under Reports, click the eye icon to choose which reports are visible to the selected investor group.
→ Under Files, choose which uploaded files the group can view.
