Here's how to add users to your fund's network account:


1. Click PEOPLE on the left sidebar

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2. Click ADD A USER

Screen_Shot_2018-05-07_at_4.35.11_PM.png


3. Enter the email address(es) of the individual(s) you wish to invite to join your network account

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4. Under COMPANIES, click SELECT ALL if you want to give the user(s) access to all companies in your portfolio

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To grant user(s) access to certain companies, individually select each checkbox next to each company

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To grant user(s) access to all companies in your portfolio and all companies added in the future, you can select the following:

Screen_Shot_2017-09-07_at_1.39.22_PM.png


5. Click INVITE USERS

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For further assistance, please email support@hockeystick.co

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