Managing data provider associations with users | InvestorVision

1. In the navigation pane on the left, click Users.
2. In the Name column, click the user that you want to configure.
3. Click the Permissions tab.
4. In the Data Provider Associations section, click + Provider.
5. Select the user’s role.
6. Select the data provider.
7. Enter the fund manager user as identified by the data provider.
8. Click Add.

You can bulk add data provider associations only for general partners that use both Intralinks and external data providers.

Bulk add data provider associations by uploading a Microsoft Excel spreadsheet that contains the user profile information. You can download a template to use that has the required format.

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 Data Provider Associations.
4. (Optional). If you have not completed a spreadsheet to upload, click Download template and complete the template.
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.

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.

You can delete data provider associations that are no longer applicable.

1. In the navigation pane on the left, click Users.
2. In the Name column, click the user that you want to configure.
3. Click the Permissions
4. At the beginning of the row of the data provider association that you want to remove, click the vertical dot menu and select Remove.