Adding and permissioning users | InvestorVision

  • Updated

Product: Intralinks InvestorVision
Applies to: General partners
 

Add users and give them permission to access documents. Users can be permissioned at the following levels:

  • GP/Portal level – Users can only see documents at the portal There are no explicit permissions for permission level.
  • Investor level – Users can see documents posted to the investor level of the specified investors, and all portal-level documents.
  • Fund level – Users can see documents posted to the fund level of the specified funds, and all portal-level documents.
  • Investment level – Users can see documents posted to the investment level of the specified investors, documents posted to the investor or fund level of that investment, and all portal-level documents.

The Users tab lists all users that are either limited partners or that do not have any permissions assigned to them. General partner users are listed on the Administrator Users page accessed from the dropdown next to your user name at the top right of the screen.

I want to

  • Add one or more users to InvestorVision
  • Add users to groups
  • Give users permission to view investors or funds

Steps

Adding a single user

  1. Click the Plus button in the top, right-hand corner.
  2. Select Add User.
  3. Enter the user’s first name, last name, company, and email Users can be associated with the general partner, an investor, or a third party.
  4. Click Save.
  5. Click + Permissions.
  6. Select the type of user: Limited Partner, GP Admin, or GP Admin (view only), LP Financial, LP Legal, LP Operations, LP Principal, LP Tax, Fund Admin or Fund Admin (View Only). For an explanation of these roles, see "InvestorVision roles" in the Introduction to Intralinks InvestorVision article.

    You do not have to configure additional permissions for GP Admin users because they have access to all entities within the scope of the general partner.

    Limited partners will only be able to see the types of documents associated with their role. For more information on configuring which document types a limited partner role can view, see Configuring the types of documents limited partners can see.

  7. To grant permissions to limited partners, select one of the following options:
    • To give access to investor documents, select the investor to which you want to add this user, then select whether the user can access all funds or no funds.
    • To give access to account documents, select the account to which you want to add this user. Accounts are indented under the investor names. Select whether the user can access documents for all funds or select an individual fund.
    • Select the fund to which you want to give this user access.
  8. Click Add.
  9. Repeat steps 7-8 to add additional permissions.
  10. Click Close when you are done.
  11. (Optional.) For users associated with a general partner that uses both Intralinks, and external data providers, you can associate a user with an external provider:
    • In the Data Provider Associations section, click + Provider.
    • Select the user’s role.
    • Select the data provider.
    • Enter the fund manager user as identified by the data provider.
    • Click Add.
  12. Click Close.

 Adding users in bulk

  1. Click the Plus button in the top, right-hand corner and select Bulk Upload.
  2. In the Upload Name field, enter a name for the upload. The name is displayed on the bulk upload status page.
  3. In the Upload Type field, select User Profiles.
  4. (Optional). If you have not completed a spreadsheet to upload, click Download template and complete the template.

    The first column of the template is the Action column. There are two possible entries:

    Add – Creates a new user record.

    Continue – Adds information, such as additional email addresses and secondary addresses, to the user record above this entry.

  5. Click Select file to upload.
  6. Locate your Excel file, and click Open.
  7. Click Upload.

    You can perform other tasks while the file is uploading. To view upload progress, click the down arrow next to your user name in the upper right corner and click Bulk Uploads.

Viewing bulk upload status

  1. Click the down arrow next to your user name and click Bulk Uploads.
  2. (Optional.) If the Excel file contained an error, click Download <number of errors found> errors, fix the errors, and click Retry.
  3. (Optional.) Click the name of an upload to return to the Bulk Upload page.

Adding users to groups

  1. In the navigation pane on the left, click Users.
  2. Click the checkbox in front of all of the users that you want to include in the group. If there are multiple pages of users, you can select users from any page.
  3. Click + Add To Group.
  4. Select the group(s) to which you want to add the users.
  5. Click Add.

Permissioning a single user to an investor or fund

  1. In the navigation pane on the left, click Users.
  2. In the Name column, click the user that you want to add.
  3. Click the Permissions tab.
  4. Click + Permissions.
  5. Select the type of user: GP Admin, or GP Admin (view only), LP Financial, LP Legal, LP Operations, LP Principal, or LP Tax) For an explanation of these roles, see InvestorVision roles.

    You do not have to configure additional permissions for GP Admin users because they have access to all entities within the scope of the general partner.

    Limited partners will only be able to see the types of documents associated with their role. For more information on configuring which document types a limited partner role can view, see Configuring the types of documents limited partners can see.

  6. To configure permissions for limited partners, select one of the following options:
    • To give access to investor documents, select the investor to which you want to add this user, then select whether the user can access all funds or no funds.
    • To give access to account documents, select the account to which you want to add this user. Accounts are indented under the investor names. Select whether the user can access documents for all funds or select and individual fund.
    • To give access to a fund, select the fund to which you want to give this user access.
  7. Click Add.

Adding permissions in bulk

  1. Click the Plus button in the top, right-hand corner and select Bulk Upload.
  2. In the Upload Name field, enter the name of the The name is displayed on the bulk upload status page.
  3. In the Upload Type field, select Permissions.
  4. (Optional). If you have not completed a spreadsheet to upload, click Download template and complete the template.

    The first column of the template is the Action column.

    • Add –creates a new permission.

    In the Primary email column, enter the user’s email address. In the Role column, use the dropdown to select the user’s role.

    Use the Investor ID, Account Id, and Fund Id columns to indicate which accounts and funds to permission.

    • To give access to investor documents, enter the investor ID in the Investor Id column. To give access to all documents, enter All in the Fund Name column. Leave the Fund Name column blank to not give access to any documents.
    • To give access to account documents, enter the account ID in the Account Id column and the fund ID in the Fund Id column. To give access to all documents, enter All in the Fund Name column. To give access to documents for an individual fund, enter the fund ID in the Fund Id column.
    • To give access to a fund, enter the fund ID in the Fund Id column.
  5. Click Select file to upload.
  6. Navigate and click on your Excel file, and click Open.
  7. Click Upload.

    You can perform other tasks while the file is uploading. To view upload progress, click the down arrow next to your user name in the upper right corner and click Bulk Uploads.

Additional information

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