Removing and Changing Investor Logins

Each Mako platform user should have their own unique login information. This information can be updated or removed at any time by an administrative user.

To create an Investor login:

Navigate to the Investor tab in the left-hand sidebar. 

Click on the Investor who you’d like to create a login for.

Click Create Investor Login and enter the Investor’s email address, then click Create Investor Login to submit.

Note: To learn more about this feature, check out the Adding, Bulk Adding & Editing Investors article. If an Investor was given access to login to the Mako Portal, access can be updated or removed at any time by an administrative user.

To remove an Investor’s login from your organization:

From the Investors tab, click on the Investor whose access you'd like to revoke.

Click Remove Investor Login.

Note: If you do not relink the investor’s profile to a new email address, they will continue to have access to the Investor Portal but will no longer see any data related to your organization.

To update an Investor’s login, you must revoke their access first and then regrant it by entering in their email.

To edit an Investor’s login in your organization:

From the Investors tab, click on the Investor whose access you'd like to update.

Click Remove Investor Login.

Click Create Investor Login and enter the Investor’s email.

Select Create Investor Login.


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