Adding Members to an Investor's Profile enables multiple emails and contacts to access Flow via one investment profile. Members on profile have the ability to access documents as well as receive communication shared via the Platform.
1. First, navigate to your investor Dashboard and select the investor for whom you're looking to add a member.
2. Scroll down to the "Investor Details" section and select "Members."
3. From the Member's tab, select "Add Member," and a pop model will appear which required the first and last name, as well as the associated email.
From here you can also notify the new member with an email.
Alternately, you can select "Copy Invite Link" and send the invitation link directly to the new member.
Still have questions? Reach out to us at firstname.lastname@example.org.