Managing Team Members (User Access List)

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.

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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