How can I set up administrative users for my Seraf Enterprise Group account?

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. 

Administrative access can be provided 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. 

To set up administrative access:

  • Go to Investor Management.
  • 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. 

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.

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