As part of your annual subscription fee you can add as many administrative users to your account as you'd like to help manage the portfolio and deal flow, when applicable.
If you manage multiple funds from one account, administrative access is granted on a fund by fund basis. Each administrator has the ability to add or edit any data within that fund, but can not add / delete funds, add / revoke administrative access or change the billing on the account.
Fund accounts subscribed to Seraf's Deal Flow Management can opt to grant Deal Flow Advisor access to users to have the ability to accept, view and edit prospects, without having full administrative access. Plus, they can grant Deal Flow Observer access to users to simply view prospects without any ability to edit. Learn about the different types of administrative access for Fund accounts.
Administrative access can be provided to existing investors or you can add a new investor profile for the sole purpose of administering the account. In order to be assigned access, each administrator must be listed as an investor in Investor Management for each fund to which the user will be assigned access, even if they are not technically an investor.
How to set up administrative access
- Go to Investor Management.
- Add a new investor (user), unless they are already listed.
- Check the box next to the name of each person to whom you wish to give administrative access.
- Scroll to the bottom of the table and click the button to "Change administrative privileges".
- Follow the prompts to confirm the fund(s) and individual(s) to whom access should be granted.
- Finally, notify the administrator(s) of their new role by sending a customized activation email. Note that once an administrative account is activated, the administrator will have immediate access to each fund once granted.
On the Overview tab of Investor Management, you will see an icon to the right of each admin indicating that they have administrative access, after you select a fund from the drop-down at the top of the page, if you have more than one fund. Administrative users have an icon with a person and a + symbol to indicate that they have full add/edit privileges. Deal Flow Advisors have an icon with a funnel symbol to indicate that they can assist with your deal flow funnel.
Additional things to note regarding Administrative access: Reminders set by the administrator will only be visible to the administrator; documents emailed to the administrator's Seraf-generated email address will only be visible to the administrator until filed under a specific entity name; and, imported spreadsheets are saved at the Enterprise level, but the actual imports themselves are saved at the administrator level. Furthermore, administrators cannot add new funds nor can they create or remove administrative privileges.
Additional things to note regarding Deal Flow Advisor access: users will not be able to modify the pipeline or deal flow process or edit or create application forms, but they will be able to access all other parts of Deal Flow. Additionally, users will be able to view, but not edit, the Portfolio Management side of your account, including viewing the Fund(s) holdings and metrics.
How to activate an admin account
The last step is to notify the administrator(s) by sending them an activation email. Note that when you activate an admin account from one fund, it activates their access to all the funds to which they've been granted access. Once your administrators receive these activation emails they can set up their own user names and passwords.
Learn how to change the Admin of your Seraf Enterprise account.