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 remove an investor from your organization:
To change an investor’s email address, if one has already been entered, it must first be unlinked. To do so, follow the steps above to unlink an existing email address and then complete the steps below to relink the investor's profile with a new email address.
To change an investor’s email address:
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.