Co-owner & Authorised User
Facilitate seamless, secure collaboration by enabling co-owners and authorized users to view, sign, and manage investment activity with role-based access, real-time permissions, and full audit transparency.
The Co-Owner & Authorized Users Management feature lets the primary account holder grant others controlled access to their investment dashboard. Whether it’s family members, finance officers, or co-founders, invitees can view, sign, and manage deals—enabling collaborative asset management without sharing account credentials.
How to use it
- Access User Management
- Go to Settings → Team & Permissions.
- Go to Settings → Team & Permissions.
- Add a New User
- Click Add Authorized User or Add Co-Owner.
- Enter the invitee’s name, email address, and select their role (e.g., Viewer, Signer, Manager).
- Click Add Authorized User or Add Co-Owner.
- Send Invitation
- An automated email with a secure sign-up link is dispatched.
- An automated email with a secure sign-up link is dispatched.
- Onboard Invitees
- Invitees follow the link, set up their Liquidity.io profile, and verify their identity.
- Invitees follow the link, set up their Liquidity.io profile, and verify their identity.
- Manage Permissions
- Adjust access levels at any time: view-only, document signing, deal creation, or full administrative rights.
- Adjust access levels at any time: view-only, document signing, deal creation, or full administrative rights.
- Monitor Activity
- All actions (logins, document signatures, comments) appear in the Audit Trail for compliance and transparency.
Business use case
- Family Offices: The principal investor brings in the CFO or family members to co-manage a private equity investment, ensuring everyone has the latest deal documents and can execute signatures as needed.
- Co-Founded Ventures: Startup co-founders share governance documents and cap table updates, avoiding bottlenecks when one founder is unavailable.
- Multi-Advisor Firms: Wealth managers delegate access to legal counsel or compliance officers, who review and sign agreements without requiring the primary user’s intervention.
Why it’s helpful
- Collaborative Investment: Multiple stakeholders work in parallel, reducing turnaround times on document reviews and signatures.
- Granular Control: Role-based permissions ensure users only see and act on what’s relevant to them, maintaining data security.
- End-to-End Transparency: Comprehensive audit logs capture every action, aiding compliance and simplifying internal or external audits.
- Dynamic Access: Administrators can add or remove users and tweak permissions in real time, adapting to changing team structures or project phases.
How it can help you
- Accelerate Deal Execution: By empowering authorized users to sign and manage documents independently, deals close faster, and funding can be deployed without delays.
- Reduce Operational Overhead: Centralized user management eliminates back-and-forth emails and manual tracking of who has signed what.
- Strengthen Governance: Audit trails and permission logs provide a clear record of accountability, reinforcing trust among co-investors and regulators.
- Scale Collaboration: Whether you’re a two-person partnership or a 50-member family office, the system scales to accommodate any group size, keeping everyone aligned and informed.
Practical Outcome: Seamless, secure collaboration across your investment team—enabling co-owners and authorized users to view, sign, and manage deals without friction.
Support
If you need help with trading or encounter an issue, contact our support team at:support@liquidity.io or use the in-app chat for assistance.