Click Management > Users in the top navigation.

The users index displays all registered users in the system: group admins, company users, and investors (users).

To search the users index, begin typing in the Search users box and the list will automatically begin to filter results based on what you've typed.

You can click the column names to sort any column by ascending or descending order. You can also choose which columns are visible by clicking the funnel at the top right of the grid.

To add a new user of any type, click Add User at the top right.

Follow the on screen instructions and click Save User.

Note: Adding a user from this screen will automatically send them an email notification to set up their user account. If you want to add an investor, but not give them access to their account right away, add them from the Investors > Individuals page.

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