Product: Intralinks InvestorVision
Applies to: General partners
You can view a user’s documents, activities, details, and permissions, as well as the user's status in InvestorVision.
I want to
- View the status of a user
- View information about a user's documents, activities, details, or permissions.
Steps
- In the navigation pane on the left, click Users. The user's status is displayed in the status column. Following is a list of possible statuses.
- Added - The user has been added but a welcome email has not been sent. The user cannot access the portal yet.
- Invited - The user has been invited but has not logged in.
- Last Login - The user is active and has logged in at least once.
- Disabled - The user has been deactivated by a GP or Fund Administrator. The user cannot login and permissions were removed.
- Re-Enabled - The user account has been reactivated but not welcome email has been sent. The user can access the portal.
- Reset Password - A resent password email was sent to the user.
- Rejected GP Terms - The user logged in but did not agree to the portal consent. The user cannot log in anymore.
- Suspended - The user got deregistered from the global user directory (GUD).
- In the Name column, click the user whose information you want to view.
- Click one of the following tabs:
- Overview – Displays an overview of a user’s documents, activity, and details.
- Documents – Displays a list of documents that the user can view.
-
Activity – Displays the user’s activity.
Note: You can view all activity in the project by clicking Notifications in the left navigation pane.
- Details – Displays the user’s name, email, and company.
- Permissions – Displays the user’s permissions.
- (Optional.) To download all users to a Microsoft Excel file in CSV format, click Download CSV in the upper right of the screen.