Get started with Client Portal

Setup access

You will receive a URI - or short address where your clients will access your portal. For exemple :

app.investglass.com/login/youcompanyname

It is possible to change this address to make it look more corporate with a reverse proxy method. The address will look like this :

portal.youcompanyname.com/login/youcompanyname

Grant access to a contact

1. Go to My Account
2. Go to Company
3. Go to Settings and fill logo, disclaimer and footer. These information will be used to brand your invitation email.
4. Go back to Company
5. Go to Contact
6. Create a New Contact or click edit settings of an existing contact
7. Insert an email
8. Tick Client Portal Access (Green)
9. Click on Save

Your contact will receive an invitation via email. The first email will notify your contact that an access has been granted, then 20 minutes later a second email will share your branded investor portal link and a random password.

Mass accounts creation

If you wish to create access for more than 100 contacts we suggest you contact InvestGlass team. We will run some automated scripts to facilitate accounts creation and randomized password generation.