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How To Add External Users
How To Add External Users

The user management module in Cryptoworth lets you share your entity (portfolio) with users outside your organization.

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Written by Cryptoworth Support
Updated over a month ago

Note: External users who are invited must have their own active subscription to access Cryptoworth.

  1. Navigate to the entity you wish to add an external user to.
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  2. From the left panel, click on your entity's name and select Entity Settings.
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  3. Under User Management, click on Users.
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  4. Click on the Invite External User button.
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  5. Enter the email address of the user you wish to add, and select permissions from the dropdown.
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    1. Read: The user will only be able to view the portfolio. They cannot make any changes.
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    2. Read & Write: The user will be able to view and make changes to the portfolio.

  6. Click on Invite User to confirm your action.
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    1. If the user does not have a Cryptoworth account, an invitation will be sent to the user's email address.
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    2. If the user has a Cryptoworth account, they will see a "Pending invitation" notification on their Entities page.
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      Clicking the notification will then allow the user to Accept or Decline the invitation.
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      If accepted, the external entity will be listed in the user's entities list.

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