To create a back office user, (Compliance Role, Executive Role, Audit Role, Etc.) start by accessing the Admin Module

1 ) On the first tab "Company Details" under the Users table Click ‘+ Add User’

2 ) Complete all fields (Name, email and password)

3 ) Set the permission level for the new user

Administration User – Full access to the system

Administration Support – Cannot perform full administrative functions such as creating new Users, New EMD’s, New Issuers, etc. However, they can perform functions on existing items.

Management – Can view, pull exports and can Close Transactions

Read Only – Can view but not make any changes

Shelf Manager - The Shelf Manager would have Admin like access only to the issuers and offerings – they can edit offering details, update CMV and marketing materials. They would NOT have access to investors, transactions, Certificates, or Advisor KYP settings.

4 ) Click ‘Save’ 

*Please Note: You will be charged for any additional Admin Users beyond what is set out in your System License Agreement. Please consult your agreement for further details.*