Navigate to the entity you wish to add a company user to.
Click on the profile icon at the lower left corner and select Organization.
Click on the + Add User button.
Enter the user's details including a temporary password.
Admin checkbox: If this checkbox remains unchecked, then the user will be added as a "Normal" user with read-only permissions. If this checkbox is checked, then the user will be added as an administrative user.
Click on the Add User button to confirm your action. A new user account will be created to match your preferences.
Adding a company user to an entity
Note: Only "Normal" (Non-admin) company users can be added to an entity.
Navigate to the entity to which you wish to add an external user.
Click on Settings from the left panel.
Click on Users under User Management.
Click on the Add User button.
A list of non-admin company users added to your organization will be displayed.
Select the user you wish to add and click Next.
Select the preferred permissions for the user from the dropdown.
Read: The user will only be able to view the portfolio. They cannot make any changes.
Read & Write: The user will be able to view and make changes to the portfolio.
Click on the Add User button to confirm your action. The company user will have access to your entity.