Seraf offers Enterprise clients the ability to assign administrative access to others within the organization to help manage the portfolio and deal flow, when applicable. Users granted administrative access have full add/edit privileges and are privy to all group account data with the exception of being able to add/edit account level investment accounts, assign / revoke admin access to others, and change billing information.
Enterprise 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 Enterprise accounts.
Administrative access can be provided by the primary account holder to existing investors or you can add a new investor profile for the sole purpose of administering the account. Each administrator must be listed as an investor in Investor Management, even if they are not technically an investor, in order to be assigned access.
How to set up administrative access
- Go to Investor Management.
- If the admin is not already listed as an "investor", then add them as a new investor.
- 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 group and individual(s) to whom access should be granted.
- Finally, notify the administrator(s) of their new role by sending a customized activation email. Once the administrators receive the activation email they can set up their own user name and password.
You'll be able to identify those users of your account with administrative privilege in Investor Management by an icon next to their account information. 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.
Note that if you grant administrative privilege to investors of the group for whom you've already activated their account, those investors will forfeit their personal views in favor of group tracking and analysis. In order for them to retain their personal views, you can set them up as separate investors with different email addresses than what's already recorded in Investor Management. No investors who are also subscribed to Seraf's individual service plan can become an administrator.
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 group level Investment Accounts, nor can they create or remove administrative privileges, since these actions can only be done by the primary account holder.
How to set up notifications
Note that if you use notifications for important date reminders or if you subscribe to Seraf's Deal Flow and would like the new administrator to receive notifications of new applications submitted, the primary account owner will need to update these notifications to include the new recipient. See the above links for steps to do so.
If you'd like your new admin to be included in Seraf communications, please email Seraf support with the full name and email address of the admin and we'd be happy to include them in our quarterly newsletter mailing with links to your account statement, product features and user tips.
You can always reach out to us with any questions you may have that aren't otherwise addressed in our Help Center. And, if you or any of your team would like additional support, we offer live training sessions.
Learn how to change the Admin of your Seraf Enterprise account.
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