This Tutorial is all about managing your USERS and SETTINGS.

Learn how to independently control who has access to your portal and how to reset passwords. You no longer need to contact CheckMark Support to create log-ins for your clients or colleagues.

This tutorial will walk you through managing your users, show you how to change your own password, change systems preferences and provides a quick overview of your Portfolio Monitoring Services.

Add / Delete / Modify USERS

Change System Settings

Password Reset

Portfolio Overveiw