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Collaborators are team members who have access to your fund's model
If you are on an Enterprise Plan, when adding a collaborator with the same email domain as you, Tactyc will automatically create an account for your collaborator with the same privileges as you.
If you are on a Solo or Construction Plan, the person you collaborate with can only access your fund during their 15 day trial period. Please contact us at [email protected] if you'd like to add a seat to your Solo or Construction Plan.
- From your home screen and click on the Person Icon under Collaborators for your fund
- On the next dialog, enter the email address of the person you want to collaborate with
- Collaborators will get an email saying you’ve sent a model to them. Once they login to their Tactyc account they’ll see your model on their home screen.
- By default all collaborators have full-write access to all parts of your fund. You can control the access levels for different sections of the fund by collaborator.
Note: Collaborators must have an active Tactyc account. This may be a valid trial account as well.