Caruso

Cyran Castelino

Rupin Kulkarni

Fahim Kaidawala

Learn how to manage team mates, roles and other settings

Settings

How to Activate Your Caruso Account and Set Up MFA

Caruso Website Status

A description of all reports available on the manager console.

Reports

BCC email logging. Store and view investor emails in Activity tab using your organisation’s BCC address

How to Log Emails with Caruso (BCC Functionality)

View and export audit records for full compliance visibility across the Manager Console and Investor Portal.

Audit Log

Create, customise, and send batch investor emails in Caruso

Communications

Get quick answers and insights from the Fund Admin Agent built into the Caruso Manager Console.

How to Use Caruso's Fund Admin Agent

Learn how to manage communication preferences in Caruso

How to Manage Communication Preferences

Find recent improvements and fixes to the Caruso platform without leaving the Admin App.

Viewing Product Updates in the Changelog

How to use the global search field in the Manager Console to find any record across your data.

How to Search Across Your Data in the Manager Console

General Settings

Manage teammates. Invite users, assign roles, manage access, and disable accounts

Invite and Manage Teammates

This document outlines the roles, and permissions for fund managers.

User Roles and Permissions for Fund Managers

Learn how to manage user permissions on the Caruso platform

Teammates

How to Clear Cookies and Cache

Setting Up Electronic ID Verification (EIV) for Your Investor Portal

How to Create and Manage Tags

Edit the disclaimer and contact details shown at the bottom of the statements and notices Caruso generates.

How to Customise Statement Footers

Configure Investor Portal settings in Caruso by managing portfolio metrics, graphs and tables

Configuration: Investor Portal

Add your own message above the standard compliance text on the emails Caruso sends to your investors.

How to Customise Email Footers

Andrew Hughes

Learn how to manage configuration settings regarding your instance of Caruso

Configuration

Caruso Status

Go to Caruso

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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Update your plan, payment method, and invoices.

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