Issuer admin users are able to exercise more granular control over some areas of the system that advisors have access to. You have the ability to define these settings in the 'Advisor Settings' tab within the Admin Module.
Within this tab, admin users are able to restrict or allow viewing access to documents and statements. The permissions are controlled via a toggle that either permits or restricts access. They are defaulted to No and can be toggled to Yes manually. The settings are as follows:
Allow Advisors to view Investor Issuer Updates
Allow Advisors to view Offering Documents
Allow Advisors to view Investor Documents & Notes
Allow Advisors to view Transaction Documents
Allow Advisors to preview Investor Statements
Allow Advisors to view Investor Statement History
If the toggles are switched to Yes, advisors will have access to the following areas of the system:
Investor Issuer Updates (found within the overview of an Issuer):
Offering Documents (found in the 'Document Control' tab of an offering):
Investor Documents & Notes (found in the 'Document & Notes' tab of an investor profile):
Transaction Documents (found within the 'Documents' tab of an individual transaction):
Investor Statements (found within the overview of an investor in the 'Securities Held By Investor' table):
Investor Statement History (found in the 'Statement History' tab of an investor profile):
