Managing contacts | FundCentre Onboarding

Applies to: Limited partners
 

If you are an authorized signatory or contact manager, you can add contacts. You can then assign the contact to a specific onboarding. You cannot create permissions for contacts. Only GPs can create permissions; however, you can use in-app messaging to request that the GP permission the contact.

How to add a contact

1. Click Contacts. The contacts listed are those contacts that are contacts associated with investors with which you are associated. 
2. Click Add Contact.
3. Add the contact details. Required fields as indicated by an asterisk.
4. Click Save.

 How to associate a contact with an onboarding

1. Click Contacts. The contacts listed are those contacts that are contacts associated with investors with which you are associated. 
2. Click Permissions.
3. Click Add Company Association.
4. In the Company field, select the company.
5. Click Save.