Where do I change who can open what?

  • Manage access on an investor: tick folders and documents, then save.
  • Access overview: a grid of investors and folders where every change saves at once, and you can change a folder for everyone listed in one go.
  • Permissions on a document's page.
  • Share with an investor on a document's page.

Every change is recorded in the activity log.

The Access overview: investors and groups down the side, folders across, each set to view or view and download

Still stuck? Write to hello@1936ai.com and a person will answer.