When you create a new constituent or a new user, you always have to add the entity in the user settings + add the user portfolios linked to the entity.
Articles in this section
- How come I can't change the settings for another user?
- How come I can’t see the data of one of the companies in iController?
- Why is there an extra constituent visible on my dashboard and company details settings?
- I get an HTTP ERROR 500 error message when trying to log in on my platform. What should I do?
- How can I add a new user?
- I forgot my password. How do I reset it?
- How can I change my default mailbox?
- How do I create a personalized user/constituent signature?
- How can I change a user function?
- How can I deactivate a user?