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
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
- In the navigation pane on the left, click Users.
- In the Name column, click the user whose details you want to update.
- Click the Details tab.
-
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.
- Click Save.