When to Use Linked Accounts or Admin Groups
When deciding whether to use linked contacts or admin groups, it is important to understand the purpose and difference of each. Read below to help you select the right option and which features will best meet the needs of your scenario.
Linked Accounts
A linked contact is useful when you want an existing contact account to view one or more other accounts in the software. Click here to learn more about how to link accounts.
Linking accounts is typically used in situations where you have a spouse, accountant, or financial advisor who requires access to view the portal as a specific contact.
Admin Groups
Admin groups are useful to provide limited access to a specific group of funds or investors. Typically, they are used in situations where there are multiple partners involved in a deal. An admin group allows the administrators within that group to only view/edit the funds and/or investors they have permission to access. Click here to learn more about using Admin groups.
TIP: Every admin you create will belong to the Default group, unless otherwise specified at the time of creation. To preview a specific group before adding additional admin, click on the Admin Group name in the table.