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Overview

Admin Team Members can masquerade as an investor and log into their Investor Portal profile to see the investor's point of view. Please note there are two options available for masquerading as an investor.

Option 1: From CRM List View

1. Select the CRM tab from the top menu and select Contacts from the drop-down menu.IMS_U_CRM.Contacts.png

2. Search for the contact you would like to sign in as.IMS_U_Search_Contacts.png

3. Click on the arrow to the left of the contact's name and select the appropriate email under Login As.Login_As.png

4. Select Sign In within the pop-up window.Sign_in.png

5. View the investor's portal in the new browser window that has opened for you.Investors_portal.png

Option 2: From Contact Summary Page

1. Select the CRM tab from the top menu and select Contacts from the drop-down menu.IMS_U_CRM.Contacts.png

2. Search for the contact you would like to sign in as. Select the contact to go to the Investments summary page.IMS_U_Search_Contacts.png

3. Select the 3 dots (top right) for more options. Select the contact's email address under 'Login As'

Screenshot_2023-01-05_123135.png

4. Select Sign In within the pop-up window.Sign_in.png

5. View the investor's portal in the new browser window that has opened for you.Investors_portal.png

 

Pro Tips

  • When masquerading as an investor, you will have limited functionality for some areas of the portal. This includes the ability to make an investment and 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 being logged in as more than one investor at a time may cause display errors.

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