Add Partner to a Custom Portal

Modified on Tue, 26 Mar 2024 at 06:47 PM

This guide will walk you through the process of adding partners or members to your custom portal on the Syndicately platform.

Step 1: Account Log In

Start by logging into your Syndicately account.

  1. Visit the Syndicately website.
  2. Log in to your account using your credentials.

Step 2: Access Settings

Once you're logged in, navigate to the settings section of your account.

  1. On the dashboard, find and click on the 'Settings' option.

Step 3: Navigate to Manage Portal

From the settings page, go to "Manage Portal".

  1. You will land on the "Organization" tab by default. Look for the "Members/Partners" tab.
  2. Click on the "Members/Partners" tab.

Step 4: Add New Partner

Once on the Members/Partners tab, you can add a new partner.

  1. Click on "Add New Partner".
  2. Fill in the following fields:
  • First Name
  • Last Name
  • Title
  • Image
  • LinkedIn URL
  • Twitter URL
  • Status (Active / Inactive)

Step 5: Save Changes

After you've filled in all the necessary information, save your changes.

  1. Click on "Save".

Step 6: View Your Partners/Members

Now navigate to your custom portal login screen to see your Partners/Members listed.

  1. Log out of your Syndicately account.
  2. Log back in and navigate to your custom portal to view your partners/members.
  • Custom Portal managers who would like to syndicate deals with other investment managers can use this feature in conjunction with the team members invitation function.

Congratulations! You've now completed the steps to add partners/members to your custom portal on Syndicately. We look forward to helping you manage your investments more effectively. If you have any questions or need further assistance, please don't hesitate to reach out to our support team.

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