Manage Fund Portal Users and Invitations

View all Fund Portal users in your organisation and invite new team members with the appropriate role from the Users section.

The Users section lists everyone who has access to the Fund Portal in your firm. You can see each person’s name, email address, role, and the date they joined. From here you can also invite new team members.

The Users section is visible to users with the Firm Admin or Organisation Admin roles. If you do not see Users in the sidebar, your current role does not include access to this section. See Roles and Access for details.

The Users table

The table shows one row per Fund Portal user. Columns include:

Column	Description
Name	The user’s full name.
Email	The user’s email address.
Role	The role assigned within the Fund Portal (see below).
Organisation access	The organisations the user can access.
Joined	The date the user was first added to the portal.

User roles

Advisor

Same access as Investment Professional but used to mark as external and also allows these users, typically lawyers, to have access to multiple firms.

Investment Professional

Full access except being able to invite new users

Finance

Focused on financial data, transactions, and reporting.

Organisation Administrator

Full access to a single organisation’s settings and data. Can invite users and manage access within their organisation.

Firm Administrator

Full administrative access across all organisations in the firm. Can change roles, manage access, and remove users.

For a complete breakdown of what each role can see and do, see Roles and Access.

Inviting a new user

1. Open the Invite dialog

   Click the Invite button in the top-right of the Users section to open the invitation form.

2. Enter the email address

   Type the new user’s email address into the Email field. As you type, Centi searches for existing users in your firm who match the address. If a match is found, select them from the list to add them to an additional organisation or change their role. If no match is found, select Invite new user to create a new account.

3. Fill in the name (new users only)

   If you are inviting a brand-new user — one who does not already have an account — enter their First name and Last name.

4. Select a role

   Choose the role that matches this person’s responsibilities. The available roles depend on your own permission level — Organisation Administrators cannot assign the Firm Administrator role.

5. Select organisation access

   Choose which organisations the user can access. If you assign the Firm Administrator role, access to all organisations is granted automatically.

6. Send the invitation

   Click Invite User. The new user receives an email invitation and appears immediately in the Users table. They complete their account setup the first time they sign in.

Changing a user’s role or organisation access

Right-click any user row (or click the context menu ⋯ icon) to see the available actions:

• Role — select a new role from the radio list. Some transitions (such as promoting a user to Firm Administrator) show a confirmation dialog because they affect access across multiple organisations or firms.
• Access — tick or untick individual organisations to adjust which data the user can see.
• Reset MFA — removes the user’s multi-factor authentication enrollment so they can set it up again on next login.
• Remove user… — removes the user from the firm or organisation after confirmation.

Changes to organisation access take effect immediately; role changes may take a few seconds to propagate.aps