One of my LPs has an RIA who is requesting access to their files on the portal. I can’t find how to add an RIA access for an LP?
Top replies
As the fund manager, you can grant someone else access to the LP's Decile Pro data/files by adding that other person as a secondary contact on the Capital Account. In order to do this:
• Go to Capital Accounts in the Firm Admin area of Hub
• Click on the LP's name to open the slideover
• Click on the Contacts tab in the slideover
• Enter the additional contact's name
• If the Person is already in your system, you can click their name. Otherwise, click Add Person.
• Click Add Contact
• Click on the newly added Contact, which will open the Person's edit slideover on the People page in a new tab
• Enter the contact's email address
• Click Save Changes
After following these steps, the person will need to sign up for Decile Pro using the same email address you've just added as a contact. They will now have access to the LP's Decile Pro data/files for your fund.
2 replies
To send materials to a vendor or accountant in Decile Pro, the LP needs to first get access to the platform. Once logged in, the LP can see the button to share materials on the main page and proceed to send them to the desired recipient. The attached picture shows how the documents are displayed with the button to share them.
Thursday, July 13, 2023
As the fund manager, you can grant someone else access to the LP's Decile Pro data/files by adding that other person as a secondary contact on the Capital Account. In order to do this:
- Go to Capital Accounts in the Firm Admin area of Hub
- Click on the LP's name to open the slideover
- Click on the Contacts tab in the slideover
- Enter the additional contact's name
- If the Person is already in your system, you can click their name. Otherwise, click Add Person.
- Click Add Contact
- Click on the newly added Contact, which will open the Person's edit slideover on the People page in a new tab
- Enter the contact's email address
- Click Save Changes
After following these steps, the person will need to sign up for Decile Pro using the same email address you've just added as a contact. They will now have access to the LP's Decile Pro data/files for your fund.
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