Issue Investor Login

 You can issue investor login credentials to the related contact.

To issue investor log details, follow the below steps:

1. Click on Contacts in the main menu.

2. Click on Contact Name.

3. The Contact Information window is displayed.

4. Go to Investor Portal Information panel. The details listed are:

• Portal User: Depicts whether portal user rights
• Login Enabled: Depicts when the login was enabled.
• Login Disabled: Depicts when the login was disabled.
• Language: Depicts the default language.

5. To send login credentials to the investor contact, click on Edit () icon against Portal User field.

6. Check the box and click on Check () button to save.

7. As the checkbox is checked, the login credentials will be sent to the contact’s email id.