Settings

What is a Workspace?

Your workspace is your account. It has a name, which is used as the "Root Entity" in your entity map. Your workspace 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.

Workspace Details

• Workspace  Switcher. If you have access to more than one office, you can quickly jump between them here. 
• Workspace Name, Principal & Icon. You can adjust the name of workspace, as well as update your logo/icon. Note: You cannot change the Copia secure email address after it's been created. 
• Workspace Domicile Country & Reporting Currency. Just what it sounds like, you can set your default reporting currency and default domiciled country. 
• Time Zone. Adjust your default time zone. This affects certain market values and transactions. 
• Risk Free Rate. You can manually override the Risk Free Rate, if you wish. 
• 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.

 

Profile & Security

• Login Credentials. Update your personal preferences. 
• Two Factor Authentication. Update your phone number, for 2FA purposes. 
• Session History. Review past sessions and locations, for audit purposes. 
• Edit Profile. Edit your role and see your own role, entity access and  permissions. 

Workspace Team

To add a team member click "+ Add Team Member" button in the top right corner of the Workspace Team tab. In the side panel complete the following fields: 

• Name. The name of the user. 

• Email: The email of the user. 

• Entity Access: The entities the team member can view. Use the root entity of the workspace for full access. 

• Role: The primary role of the user. The roles are:

  • Admin. Admins have full access to add, delete, modify and view the portfolio. Admins cannot be restricted by entity. 
  • Editor. An editor can view and edit assets, but has deletion limitations.  Editors can be restricted to specified entities. 
  • 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 workspace (eg. accountant, signatory, lawyer) but doesn't need to have access to the office itself.

To add a contact, click the "+Add Contact" button in the top right corner of the Contacts tab.

• Name: (required) The name of the contact. 
• Company: The company the contact is associated with. 
• Email: The primary email address of the contact. 
• Phone Number: The primary phone number of the contact. 
• Notes: Any other details
• Invite Contact to Copia:Inviting a Contact to Copia will add them to your Workspace Team. You’ll be required to set their Role & Permissions.