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To navigate through the organizations and companies, log in to the platform. The company to be accessed can be selected through the overview page of the organizations available or through the “Switch between companies” button in the upper left corner of the page.
After selecting a company, the applications, available for that same company, are displayed in the company overview.
Document Management System (DMS)
After logging in to the DMS, an overview of both investor and company files available is displayed on the dashboard page. These can be downloaded or emailed directly, using the options available per file.
Under “Company documents” an overview of all documents for the chosen company is provided. “Preview”, “Download”, “Email”, “Edit” and “Delete” buttons are available per existing document. New documents can be uploaded to the company, using the “Upload” area. The page view can be switched between “Thumbnail” and “List” view.
Under “Investors” a list of the current company investors can be found. Those can be edited or deleted, using the “Edit” and “Delete” buttons, on the right of each investor. New investors can be added, using the “+” button.
When adding a new investor, a name, description, e-mail, code and contact person are entered per investor under “General”. The new information is then saved using the “Save” button in the right upper corner of the page.
Under “Investor files” the default files can be reviewed, downloaded, emailed, edited or deleted. Further, new files can be uploaded per investor, using the “Upload” box. The new information is then saved using the “Save” button in the right upper corner of the page.
Under “Document categories” new categories can be crated, using the “+” button. Per new category a category name, code and parent are to be specified.
The DMS can be exited, using the “Exit connected app” button in the upper left corner of the page.
Reporting
In the “Users” overview page a list of all users with access, together with their status (Active/Inactive) can be found.
Existing users can be edited or deleted, using the “Edit” and “Delete” buttons on the right of each user on the list.
Creating new users
New users can be aadded, using the “+” button on the user overview page.
When creating a new user, a username, e-mail, names and password should be filled in for that same new user. Further, the status (Active/Inactive) of the user is to be set. The new information is then saved, using the “Save” button in the right upper corner of the page.
Editing user information
When editing the general user information username, email, names and passwords can be adjusted. Changes are then saved using the “Save” button in the right upper corner of the page.
Editing groups
Per user the groups assigned can be ajusted. Groups already assigned to the user can be removed using the “Remove group from user” button. New groups can be assigned to the user using the “+” button. Changes are then saved using the “Save” button in the right upper corner of the page.
Reviewing permissions
The permissions per user can be reviewed in the “Permissions” section.
Managing groups
In the “Groups” section overview page a list of all groups with access can be found. Existing groups can be edited or deleted, using the appropriate buttons on the right of each group.
Creating new groups
New groups can be created, using the “+” button.
When creating a new group, a name and description for the group are required under “Information”. The new information is then saved using the “Save” button in the right upper corner of the page.
Under “Permissions” the permissions per group can be set, using the checkboxes on the right of each permission. Those are then saved using the “Save” button in the right upper corner of the page.
Editing existing groups
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