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Step-by-step guide

Here’s how to invite your investors to join the Fundwave Investor Portal.

  1. Select the investor from the dropdown on the top for which you want to send an invite.
  2. Go to 'My Team' under the 'Details' head.
  3. Select the 'Add User' button in the bottom-right corner.
  4. Enter the email ID of the team member.
  5. Enter user details - Name, Designation, Phone.
  6. Select the role:
    1. Select Investor Admin if you want the user to be able to access the portal and add other members. This will automatically send an e-mail invite to them to join the portal.
    2. Select Portal User if you want the investor to be able to access the portal. This will automatically send an e-mail invite to them to join the portal.
    3. Select Email User if you simply want them to receive documents without being able to access the portal.
  7. Select the document tags:
    1. For Investor Admin: The files you'd like the admin to see on the portal.
    2.  For Portal Users: The files you'd like the team member to see on the portal.
    3. For Email User: The files you'd like the team member to receive via Email.
  8. Press Save.

Repeat Steps 2-7 to add multiple team members.


Investor Admins

Only users defined as 'Investor Admins' can invite other team members.

Only users defined as 'Portal Users' can login and access the Investor Portal. Users defined as 'Emails Only' receive relevant documents via email and cannot access the Investor Portal.

Remove Users

Select the bin icon on the top-right for each user card to remove a person from your team.