Setup your enterprise
Configure all enterprise settings, create users and setup your managers.
- Configure your enterprise settings
- Setup your corporate colors for the app
- Upload your enterprise logo for the app and Portfolio Manager
- How to use language and regions to manage publications
- How to set up user groups
- How to create users
- How to create an enterprise admin
- Working with different management roles
- How to blacklist users
- How to delete or edit users
- Add Custom Buttons to the app
- Input of Terms and Conditions