the advisor can view all documents through the e-signature report in KYC but gets access to only those documents for accessible KYCs - Let’s disable this report for advisors for this update
Employee / Advisor with read access
Can add portfolio company valuations
Inside API - he can delete and add / update portfolio LP report
Inside API - he can add portfolio investments
• Gets ‘content missing’ under task inside the investor view
the advisor can view all documents through the e-signature report in KYC but gets access to only those documents for accessible KYCs - Let’s disable this report for advisors for this update
Employee / Advisor with read access Can add portfolio company valuations Inside API - he can delete and add / update portfolio LP report Inside API - he can add portfolio investments
• Gets ‘content missing’ under task inside the investor view