Issuer admin users have access to the Advisor Settings tab within their Admin Module.
Within this tab, admin users can give permission or restrict some of the actions that advisors can perform. The permissions which can be controlled are as follows:
Allow advisors to view Investor Issuer Updates:
2. Allow advisors to view Transaction Documents:
3. Allow advisors to view Offering Documents:
4. Allow advisors to preview Investor Statements:
5. Allow advisors to view Investor Documents & Notes:
6. Allow advisors to view Investor Statement History:
