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Inviting other users to PRXY

As a Project Admin, you can invite others to use the PRXY Portal. Below is an overview of user types, how to give them access, and what they can see. 

User Type 

Access

Where to add them

Project Admin 

Full access and use of all tabs in the PRYX Portal. This is an ideal designation for teammates who will be setting up the project, submitting Draws, managing investors, or paying PRXY invoices. 

In the ‘Users’ Tab

Investor

Limited access to high-level project information and personal and tax documents. 


For a full overview with screenshots, see here.

In the ‘NCEs’ Tab, under ‘Investors’


See ‘How do I give Investors access to PRXY?’

Regional Center

Selective, view-only access to projects.

In the ‘Users’ Tab

Agent

View-only access to the same high level project information that Investors have, but for multiple projects. They cannot see individual investors, neither their own nor others.

In the ‘Users’ Tab