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Single Sign-On (SSO)
Entities
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Share registers
Create share register
Share transactions
Export share register and extracts
Notes and labels
Register and shareholder insights
Financial
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Organisational chart
UBO
Identify UBOs
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Create delegation
Manage delegations
View and share delegations
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Back to home
Portal
What's new?
Learning paths
Learning paths
Login
Activate your account
How to secure your account
Problems
Single Sign-On (SSO)
Entities
Legal entities
Persons
Groups, labels and favorites
Exports
Share registers
Create share register
Share transactions
Export share register and extracts
Notes and labels
Register and shareholder insights
Financial
Governing bodies
Governing body actions
Documents to governing body actions
Organisational chart
UBO
Identify UBOs
Supporting documents
Exports
Delegations of Authority
Create delegation
Manage delegations
View and share delegations
Documents
Upload and copy documents
Edit documents
Confidential documents
Share documents
Templates
Default folder
Transaction documents
e-Signatures
eSignature
Signing flow
FAQ
Settings
Labels
Reminders
User Rights
Portal
Help & support
Send new account invite to a portal user
Learn how to send a new invite to a portal user, in order for them to activate their account.