As a company user, how to manage visibility settings within the investor groups?

Learn how to manage visibility settings within investor groups for company user.

Navigate to the left side menu > Settings > Investor permissions

Investor groups' permissions

• Click Add to add new investor group and rename it by clicking into the group name
• Click on each investor group to manage their visibility/access
  
  • Report: Show or Hide visibility of every report in the list
  • Files: Show or Hide uploaded files/attachments