Help Center / Institutional Investor / How do I grant admin rights to a manager?

How do I grant admin rights to a manager?

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)