Updating user contact information | FundCentre Reporting (formerly InvestorVision)

  • Updated
InvestorVision is now called FundCentre Reporting.
During this transition, you may see both names in the application and related documentation.
View the FAQ about what's changing

Applies to: General partners
 

You can update a user’s name or company.

I want to

  • Change a user's name or company

Steps

  1. In the navigation pane on the left, click Users.
  2. In the Name column, click the user whose details you want to update.
  3. Click the Details tab.
  4. Click in any field to update it.

    Note: The user's primary address, that is, the first email in the list is the email address that the user uses to log in. It cannot be changed. All other email addresses are for informational purposes only.

  5. Click Save.

Additional information

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