Manage primary user access

Inviting users to access an investor's holding/s:

To invite a user to access the Investor Centre so they can view and edit details about their holdings, first, find the investor's investor detail page either from the search feature, CAP table or investor list.

1. Click on User access tab.
2. Under the 'Primary user', add the user's email address to the email address field.
3. 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 an investor's holding/s, the holding/s 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/s.

Removing user access:

To remove a user's access from an investor's holdings, find the investor's investor detail page either from the search feature, CAP table or investor list.

1. Click on User access tab.
2. Under the 'Primary user' click on 'Remove access'.
3. Click 'Yes, remove'.