Adding companies | InvestorVision

  • Updated

Product: Intralinks InvestorVision
Applies to: General partners
 

Companies are companies outside of the general partner or the investor organization, such as lawyers and accountants, that need access to a fund’s documents. The company is shown on the user dashboard, making it easy to view company users.

Once you have created a company, you can associate users with it. Associate users to the company by selecting the company's name in the Company field of a user’s contact information. For more information, see Updating user contact information and Adding users. 

You can add a single company or bulk upload multiple companies from a Microsoft Excel spreadsheet.

I want to

  • Add a company
  • Update company contact information
  • Delete a company

Video - Add & manage companies

Watch this video tutorial to see how to add and manage a third-pary company within InvestorVision. See detailed steps outlined below.

Video - Add companies in bulk to InvestorVision

In this video tutorial, learn how to add third-party companies in bulk to speed up your workflow. Refer to the steps below for more information. 

Steps

Adding a single company

  1. Click the Plus button in the top, right of the screen and select Add Company.
  2. In the Name field, enter the company's name.
  3. In the ID field, enter the company's ID, for example, this might be an ID associated with your accounting system.
  4. (Optional.) Enter additional information about the company.
  5. Click Save.

Adding companies in bulk

Bulk add companies 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 upload. The name is displayed on the bulk upload status page.
  3. In the Upload Type field, select Companies.
  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.

Updating companies contact information

  1. In the navigation pane on the left, click Companies.
  2. Click the company that you want to update.
  3. Click the Details tab.
  4. Make any changes and click Save.

Deleting companies

You can delete companies that no longer require access to a fund’s documents if no permissions are associated with it.

  1. In the navigation pane on the left, click Companies.
  2. Click the company that you want to delete.
  3. In the vertical dot menu on the right, select Delete Company.
  4. Click Confirm.

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