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Changing view between admin and investor

Capdesk users can have two different views. Investor for shareholders in companies and administrator for company admins. Both views can be enabled from a single account login.

You can change between the two views by pressing the menu button and in the upper right corner where the profile picture is visible:

Change_admin_investor_view.png

The home screen from admin view:

Administrators can have admin rights in several companies. Thus, we have made it easy to overview and navigate in-between the different companies an admin might have rights to. Read more about the admin role here: 

admin_home_screen.png

 

 

 

 

The home screen from investor view: 

Notice that investor profile can control and navigate between multiple portfolios. Very handy if you are investing through holding companies. Read more about portfolio views here

investor_home_screen.png

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