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.

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How to use it

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1. Access User Management
   
   
   • Go to Settings → Team & Permissions.
     
     
2. 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).
     
     
3. Send Invitation
   
   
   • An automated email with a secure sign-up link is dispatched.
     
     
4. Onboard Invitees
   
   
   • Invitees follow the link, set up their Liquidity.io profile, and verify their identity.
     
     
5. Manage Permissions
   
   
   • Adjust access levels at any time: view-only, document signing, deal creation, or full administrative rights.
     
     
6. Monitor Activity
   
   
   • All actions (logins, document signatures, comments) appear in the Audit Trail for compliance and transparency.

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Business use case

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• 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.
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Why it’s helpful

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• 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.
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How it can help you

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• 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.
  
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Practical Outcome: Seamless, secure collaboration across your investment team—enabling co-owners and authorized users to view, sign, and manage deals without friction.

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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.