Collaborators
Collaborators are team members who have access to your fund's model. You can control access levels for collaborators to only grant them read or edit access.
Adding a Collaborator from Home
From your home screen, click on the Manage Collaborator under Collaborators for your fund.
On the next dialog, enter the email address of the person you want to collaborate with.
Collaborators will get an email saying you've sent a model to them. Once they login to their Fund Forecasting account, they'll see your model on their home screen.
Adding a Collaborator from the Fund's Dashboard
Open the fund's dashboard.
From the left side-bar, click on Collaborators.
Set Access Levels for Collaborators
By default, all collaborators have full-write access to all parts of your fund. You can control the access levels for different sections of the fund by collaborator.
*Note:- Collaborators must have an active Fund Forecasting account. This may be a valid trial account as well.