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On this page
  • Adding a Collaborator from Home
  • Adding a Collaborator from with the fund's dashboard
  • Set Access Levels for Collaborators
  1. Sharing and Administration

Collaborators

Collaborators are team members who have access to your fund's model. You can control access levels for collaborators to only grant them read or edit access.

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Last updated 1 year ago

Adding a Collaborator from Home

  • From your home screen and click on the Manage Collaborator 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.

Adding a Collaborator from with the fund's dashboard

  • Open the fund's dashboard

  • From the left side-bar click on Collaborators

Set Access Levels for Collaborators

  • 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.

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