All the invited Team Members have Manager rights by default. An Institution Admin can grant a Manager Institution Admin rights and downgrade an Institution Admin to a Manager.
To grant a Manager Institution Admin rights or downgrade an Institution Admin to a Manager:
- Navigate to My Institution > Management Team tab and click the Admin/Manager switch next to the user.
- Supply your iownit account password to confirm your intention to update the user rights.
A Manager who received Institution Admin rights is able to:
- View all Funds
- Add Fund(s)
- Edit Institution Profile
- Add and Remove Managers to/from the Management Team
- Change rights for Managers, downgrade an Institution Admin to Manager
- Change rights for themselves (e.g., give Full Discretion for a particular Fund)