Who This Applies To: This article is intended for VRTrust users managing owner portal access and owner viewers.
What is a Viewer?
Viewers are able to view a specific owner's portal data, but won't be able to manage access or make changes.
Managing Viewers
Within the owner management workflow, you can now:
Add new viewers
Resend pending invites
Remove existing viewers
Review viewer access permissions
Invite a Viewer:
Navigate to the Owners page
Select an owner
Locate the Owner portal access section
Click Invite viewer
Enter their email and click the blue button
Remove a Viewer:
Click the ellipses next to the person you want to remove
Select remove access
Resend a Viewer Invite:
Click the ellipses next to the person you want to resend the invite to
Select resend invitation