To invite a new Issuer centre user:

  1. From the Issuer centre menu, go to Issuer and click on Users.
  2. Click on the Add new user button.
  3. Enter the user’s Email address.
  4. Choose the user’s Issuer centre permission level from the Set permission dropdown.
    • Admin users may perform all functions in the Issuer Centre.
    • Read only users may only view data.
  5. Click the Add user button.

An email will be sent to the user inviting them to create an account.

Invited users who have not yet created their account are shown in a grey panel. You can send them a reminder email by clicking the Resend email button in the panel.

Once a user has created their Issue centre account:

  • Read only users may be granted additional Issuer centre permissions:
    • Meeting administrator. Users can create and open meetings, and edit votes once a meeting is open.
    • Manage investor groups and VIP alerts. Users can create, edit and delete investor groups, and add VIP categories and create VIP alerts.
  • Issuer centre users may be granted Client centre access by a Client centre admin user.

 

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