Manage primary user access

Inviting users to access a holding:

To invite a user to access the Investor Centre so they can view and edit details about a holding:

1. Find the holding (either using the search function or via the CAP table);
2. Scroll down to the 'Investor user access' section;
3. Under the 'Primary user' tab, add the user's email address to the email address field;
4. Click on 'Invite user'. 

An invitation to join the Registry Direct platform will be sent to the email address.

Until the user has accepted the invitation, an 'Unregistered' label will be displayed. Any email communications relating to this holding will be sent to the email address recorded regardless of the user accepting the invitation or not.

While the user is 'Unregistered', you can resend an invitation by clicking on 'Resend invitation email'.

Once the user accepts the invitation and registers to use the Registry Direct platform, a 'Registered' label will be displayed.

Additional Information:

When inviting an existing registered user to access a holding, the holding will be added to their Investor Centre account and an email will be sent to the user advising them that they have been granted access to view and edit the holding.

Removing user access to a holding:

To remove a user's access to a holding:

1. Find the holding (either using the search function or via the CAP table);
2. In the 'Investor user access' section, click on 'Remove access'; and
3. Click 'Yes, remove'