How do I assign a Shareholder as a user to Intersect?

TABLE OF CONTENTS

• User Permissions
• Step 1: Select organisation
• Step 2: Select shareholder
• Step 3: Complete user details
• Step 4: Authentic user profile

User Permissions

Adding a shareholder as a user to your organisation, will allow them the following functionality:

• Full view - and edit access to all sections of the platform
• Digitally sign any applicable resolutions and documents they are responsible for
  
  
  

Step 1: Select organisation

From your "My Portfolio" section, you can browse the organization you wish to edit. By browsing to "Actions", you can select the "Users" link. 

Step 2: Select shareholder

You will be presented with a screen that has all the respective individuals that is already loaded on the organisations profile, who has access as a user, and who doesn't. Simply choose the individual or the shareholder's representative in the case of a Company / Trust, that you wish to add and under "Actions" you will select "Add User". 

Step 3: Complete user details

Once you have selected the user to add, you'll be prompted with the below modal where you can add/edit any personal details for the shareholder.

Step 4: Authentic user profile

The shareholder/representative will receive an email on the email that was provided in Step 2 above. From within the email he/she can simply authenticate their account, by clicking on the "Get started with Intersect" button