Investor viewer (INV)
Who this is: Follows one investor organisation's portfolio. Read-only.
Can see
- Finance, schemes and monitoring, limited to their own organisation's portfolio.
Can do
- Read their own portfolio.
- Read the scheme overview.
- Download exports that include their own data.
Can never do
- See another organisation's data.
- Receive operational alerts. Investor viewers get portfolio information only.
- Change anything.
Top 5 tasks
- Open the portfolio for their organisation.
- Read the scheme overview.
- Read the portfolio register.
- Download an export.
- Read the dashboard.