Office

The office tab is your home for configuring the office and inviting team members.

What is an office?

Your office is your account. It has a name, which is used as the "Root Entity" in your entity map. Your office also has a secure email address associated with it, which is where you can email documents and files to have them show up in Copia.

Office Details

1. Office Switcher. If you have access to more than one office, you can quickly jump between them here. 
2. Family Office Documents. Use this to access root level documents, such as investment policy statements and other critical family-wide docs. 
3. Office Name, Principal & Icon. You can adjust the name of the root office, as well as update your family logo/icon. Note: You cannot change the Copia secure email address after it's been created. 
4. Office Domicile Country & Reporting Currency. Just what it sounds like, you can set your default reporting currency and default domiciled country. 
5. Time Zone. Adjust your default time zone. This effects certain market values and transactions. 
6. Risk Free Rate. You can manually override the Risk Free Rate, if you wish. 
7. Secure Email Address. A reference/record of your Copia secure email address. Any documents you forward to this inbox will show up in your Documents section. You can also share this with partners and managers if their preferred document sharing method if email.

Documents

The documents section mirrors the documents tab in the back office. You can browse all of your documents and view some key information about the documents. 

Profile & Security

1. Login Credentials. Update your personal preferences. 
2. Two Factor Authentication. Update your phone number, for 2FA purposes. 
3. Session History. Review past sessions and locations, for audit purposes. 

Office Team

1. Name. The name of the user. 
2. Email. The email of the user. 
3. Role. The primary role of the user. The roles are:
   1. Admin. Admins have full access to add, delete, modify and view the portfolio. Admins cannot be restricted by entity. 
   2. Editor. An editor can view and edit assets, but has deletion limitations.  Editors can be restricted to specified entities. 
   3. Reviewer. Read only access. Reviewers can be restricted to specified entities. 

Contacts

Contacts are not like team mates, in that they do not have a user account, meaning they cannot access Copia. A contact is a person that has importance to the office (eg. accountant, signatory, lawyer) but doesn't need to have access to the office itself 

1. Name. The name of the contact. 
2. Company. The company the contact is associated with. 
3. Email. The primary email address of the contact. 
4. Phone Number. The primary phone number of the contact. 
5. Add Contact. Create a new contact.