Caruso

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 admin app.

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 Admin App and Investor Portal.

Audit Log

Create, customise, and send batch investor emails in Caruso

Communications

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

Learn how to manage configuration settings regarding your instance of Caruso

Configuration

Caruso Status

Go to Caruso

Find answers and get help from Intercom Support and Community Experts

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