Add a portal user

Once you have identified which portal users need access, you can easily add them. Below, we’ve included some helpful articles to review before opening the portal:

• Portal notification: learn which notifications portal user will receive once they have activated their account.
• Portal banner: learn how to add your personal branding to the portal.
• Watermark: learn how to enhance security by adding a watermark to any PDF accessible through the portal.

Entity portal

To add a portal user to the entity portal, navigate to the relevant legal entity and follow the steps below.

Below you can find a step by step guide on how to add a portal user.

For detailed instructions, click 'Start tutorial' below.

Investor portal

To add a portal user to the investor portal, go to the investor’s page in Corporify. Please note that the process differs depending on whether the investor is a person or a legal entity. Step-by-step guides are available for each approach below.

Below you can find a step by step guide on how to add a portal user (Investor is a legal entity). 

For detailed instructions, click 'Start tutorial' below.

Below you can find a step by step guide on how to add a portal user (Investor is a person).

For detailed instructions, click 'Start tutorial' below.