Create Your Team

Getting Started: Create Your Team #

This guide will walk you through the process of inviting another manager to your custom portal on the Syndicately platform.

Step 1: Navigate to Settings #

Start by navigating to the settings of your Syndicately account.

  1. Log in to your Syndicately account.
  2. On the dashboard, find and click on “Settings”.

Step 2: Access the Manage Team Section #

Once you’re in the settings, you’ll need to access the “Manage Team” section.

  1. Click on the “Manage Team” button.

Step 3: Invite User #

Next, you’ll need to invite the user.

  1. Click on “Invite User”.
  2. Enter the user’s email in the provided field.

Step 4: Submit the Invitation #

After you’ve entered the user’s email, you can submit the invitation.

  1. Click on “Submit”.

The intended person will receive an email inviting them to the custom deal portal. If they do not have an active management profile, they will be prompted to create one. Managers who accept this invite will be able to view the current state of the deal and share the deal with their network.

Congratulations! You’ve now completed the steps to invite another manager to your custom portal on Syndicately. We look forward to helping you manage your investments more effectively. If you have any questions or need further assistance, please don’t hesitate to reach out to our support team.