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Settings

Configure settings and theming

Admin Settings

  • Updating Portal URL
  • Manage Profile Notifications
  • Admin Password Reset
  • Investor Relations Support Contact Information
  • Adding A New Team Member
  • Team Member Roles & Permissions
See all 11 articles

Investor Settings

  • MFA - Multi-Factor Authentication for Investors
  • Metric Groups
  • Customizing Portal Notifications
  • Investor Settings Tour
  • Investor Profile Editing Abilities
  • Terms and Conditions
See all 13 articles

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