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How to add and delete users from a multi-user portfolio?

  • Updated

Adding a user 

Adding a user has slightly different methods depending on if you are using the desktop or mobile version of Wisly. 

On desktop

  1. Go to the Portfolio Page for the Portfolio you are trying to add users to 
  2. Click on the Collaborators tab from the horizontal Portfolio Menu
  3. Click on "Add collaborators" on the right hand side of the page 
  4. A new pop-up will open, where you can select the user to add from a dropdown or input an email to invite a user outside your Organization. You can also select their role in the Portfolio.

On mobile

  1. Go to the Portfolio Page for the Portfolio you are trying to add users to 
  2. Click on the Settings tab from the horizontal Portfolio Menu
  3. Click on the Collaborators line 
  4. On the new page, click on "Add" on the top right part of the page header 
  5. A new pop-up will open, where you can select the user to add from a dropdown or input an email to invite a user outside your Organization. You can also select their role in the Portfolio.

Deleting a user 

Deleting a user also slight differences in desktop and mobile versions. 

On desktop

  1. Go to the Portfolio Page for the Portfolio you are trying to add users to 
  2. Click on the Settings tab from the horizontal Portfolio Menu
  3. Click on Collaborators submenu on the left hand side of the settings area
  4. You will there see all Managers and Observers in the portfolio. In order to switch between managers and observers you can use the links above the user list
  5. Each user has a delete icon at the end of their line. Clicking it will open a message to confirm deletion. Please read the important note at the end of this article to understand consequences of deleting users who have transactions in the portfolio.

On mobile

  1. Go to the Portfolio Page for the Portfolio you are trying to add users to 
  2. Click on the Settings tab from the horizontal Portfolio Menu
  3. Click on Collaborators submenu on the left hand side of the settings area
  4. Click on the user you want to delete
  5. In the new window, there will be a "Delete" button on the top right on the screen. Tapping it will open a message to confirm deletion. Please read the important note at the end of this article to understand consequences of deleting users who have transactions in the portfolio

 

Important: When deleting a collaborator from a Multi-User portfolio, and that this user has input transactions you will need to decide what to do with these transactions: 

  • Transfer them to someone else - in which case only the ownership of the transaction changes but the wallets / exchange on which the coins are remain the same. You will need to manually transfer any coins if the wallet changes 
  • Delete the transactions - all wallet balances will also be deleted
  • Do nothing - the user of the transactions remains the original user, but this user does not have access to the portfolio anymore