Users Tab

The Tab: Users tab is a list of all users associated with the Page: CIT Corporation.

CIT Corporation, Users Tab Location

Navigating the Users Tab

The Column: Actions column for the Tab: Users tab has the following actions available:

• View User Details

• Edit Permissions

• Remove User Access

Adding a New User to the CIT Corporation

1. Follow the instructions in the Adding a New User section.

Permissions Options

• Assessment Test

  • View Assessment Test Results

• Billing

  • View Invoice

  • View Payment

• Cashout

  • Add/Edit Cashout Questions

  • Approve/Deny Cashout Requests

  • Edit Cashout Price Per Share

  • View Cashout

• Community

  • Edit Community Profile

• Demographic

  • Add/Edit Demographic Questions

  • Add/Edit Renew Demographic Questions

• Document

  • Upload Entity Offering Document

  • Upload Entity Onboarding Document

  • View Entity Offering Document

  • View Entity Onboarding Document

• Entity

  • Add/Edit Entity

• Investor/Shareholder

  • Add/Edit Investor

  • View Investor

• Offering

  • Add/Edit Offering

• Report

  • Run Shareholder List Report

• User

  • Edit/Add Community Staff

  • Edit/Add User

  • View Users