Logo
Submit a request
Sign in
  1. IMS Help Center
  2. CRM
  3. Contacts

Menu

Articles in this section

  • CRM Overview
  • Add, Modify, and Delete Contacts in the CRM
  • Creating Joint Accounts
  • Investor Profile Connections
  • CRM Tags
  • Filter and Search CRM Contacts
  • Contacts Table Column Settings
  • Sign In as an Investor ("Masquerade")
  • Invite Investors to Portal

Sign In as an Investor ("Masquerade")

Overview

Admins can masquerade as an Investor and log into their Investor Portal profile to see the investor's point of view. 

 

Notes

- When masquerading in as an investor, you will have limited functionality for some areas of the portal. This includes the ability to make an investment and to update banking information.

- Always log out of the investor portal and only have one session open at a time! Leaving the masquerade session signed in or trying to be logged in as more than one investor at a time can cause errors.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Return to top

Related articles

  • User Invitation Template
  • New User Training Checklist
  • Investor Portal Theming and Branding
  • New Investor Portal Best Practices Guide
  • New User Training Checklist (Legacy Investor Portal)

Copyright © IMS Help Center. All rights reserved.

Zendesk Theme Designed by Diziana