Getting Started as an Admin
Below is a breakdown of the essential information needed for admins to get started with Update Capital.
Communicating with your Investors
Managing Users
Users refer to any account on your software that belongs to an investor or prospect. Investors will be able to see all of their investment information on the software as well as access any properties that you permit them to. Prospects, on the other hand, will not see any investment information but they will be able to see new opportunities and information on properties to which you grant them access. Users can be added, deleted, edited, and managed with Tags. Update Capital also offers integrations with third-party CRM tools to make managing your users easier than ever before. Here are some basics on managing users:
- Create a user
- Edit a user
- Invite a user / reset a user's password
- Delete a User
- View the experience of your users
- Manage users with Tags
Communicating with your Investors
Managing Distributions
- Configuring the Distribution Table
- CSV Method
- Simple Distribution Generation (for prorated and percent return Distributions)
- Download all Distributions
- Delete Distributions
- Manual editing
Updating Files
There are important differences between file types used on Update Capital, the three types of files supported on Update Capital are:
- Property files
- Investment files
- User files
The following article explains the differences between file types and how they are to be uploaded to the portal: Uploading and Managing files on Update Capital
Advanced Topics
Linked Accounts
- Link user accounts on Update Capital
- View the linked accounts report
- Manage entities in Update Capital
Admins
Followers
Promoting Opportunities
Dynamic portfolio page
Actions
DocuSign