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2️Approving Requests for Other Investors to See Your Results

Use the following steps to approve when a new investment group requests access to your results.

1. Find the Permissions tab on the Settings page.

2. Notice the rows that show "Requested" in the Status column. If there are several rows in the default page, it may be helpful to filter to only see unapproved requests as shown below.

3. To approve access, click the plus icon next to the name of the investor group. If you do not wish to approve access, do nothing.

4. Click on Approve.



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