If a user is linked as the contact person on the company of a fund manager, then the user will have access to view a list of its linked instruments and also view the user’s own profile information.

First add a new user by following the steps: Creating a new user.

Then add this person as a contact person to the fund manager company.

The contact person can now login and see the details of the Fee Calculations with limited access to certain functionality.

Last Updated on 12 years ago by Walther