When a investor adds a new contact to the manager firm and that user attempts to access DiligenceVault, an Admin of the manager account will receive an email notification stating that a team member has requested to join the firm account and that their access is pending approval.
An Admin can then review and approve the user’s access request in DiligenceVault.
Please Note, if you have set up domain whitelisting, users with an approved domain will automatically be approved.
Admins can approve a pending user request in one of two ways:
Option 1: Approve directly from the email
Click the Approve button in the email notification.
Option 2: Approve within the DiligenceVault platform
Navigate to Users & Teams.
Select the Pending Approval view.
Locate the user you want to approve.
Click the check mark icon to approve the request.
If the user should not be granted access, click the trash can icon to remove the request.