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Autumn Kyles

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The Contributors Dashboard is a complete view of the Controlling Entity’s contributors that have ownership & control of one or more subsidiaries.

In this dashboard, users can add, edit, and delete contributors.

Users may search for contributors by using the search feature on the right or using the sorting features in the Name, Title, Associated Firms, and Email columns.

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To view a contributor, select a contributor from the list. A detailed view of the contributor’s identification and contact information will pop up below the list.

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To add a contributor, click Add New. Enter the contributor’s indentification, including name and tile, and contact information. Once complete, select Add.

Question: are new contributors notified when they are added? I was also under the impression that demographic information is captured here for disadvantaged applications. Please clarify.

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Appanvil karma designer
summary Adding, Removing, and Updating Contributors
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