Managing Team Members (User Access List)

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To access this feature, you must log into the Corastone portal with a user account that has:

  • Management user role

  • Internal or External user type

Use the User Access List page to manage fund access for other members of your organization.

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Team members must already have an Corastone login. Users with the Tech Support role can invite team members from the User Management page.

You can:

  • grant access to the fund

  • select permissions for each page

  • remove access to the fund

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