→ 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.
→ To manage visibility and access for an investor group, click the group and adjust its permissions and visibility settings. Under Reports, you can choose which reports are visible to the group by clicking the eye icon. Under Files, you can choose which uploaded files and attachments are visible.
