Only an Institution Admin can invite team members.
- Navigate to My Institution > Management Team tab and click on Invite Team Member.
- Enter information in all fields and click on Invite.
The invited Manager is added to the Management Team list with status “Pending invitation”. The invitation to join the platform is sent to the invitee email address. The invited Manager will need to complete registration on the iownit platform.
If you need more information, please read the detailed answer below.
Only an Institution Admin can invite team members (or portfolio managers). To learn more about Institution Admin vs. Manager rights, please refer to How do I grant admin rights to a manager?
To invite a team member, please follow the steps below:
- Navigate to My Institution > Management Team tab and click the Invite Team Member button in the top right-hand corner of the page.
- In the Invite Institution Member dialog that appears, supply (all mandatory): Invitee First Name, Last Name, and Email Address.
- Click the Invite button.
The invited Manager is added to the Management Team list with status “Pending invitation” (see outlined in red in the screenshot below).
The invitation to join the platform is sent to the invitee email address. The invited Manager will need to complete registration on the iownit platform.
There is no maximum number of Managers in an Institution.
An Institution Admin is not allowed to remove other Institution Admins and Managers. It is, however, possible to re-send and cancel invitations to potential team members. To learn more, please refer to:
