Allow limited access for investors to check on the companies they invest in.

I have a need to allow investors to look into the books, but want to limit what they can see and hide what what they don't need to see.  It needs to be more simplified view tat is read only as well. This may already be in place? Currently we have to create reports and email them to the investors, and the investors like the idea of being able to look anytime on their own.


Please sign in to leave a comment.