I'm trying to complete my Entity Management configuration to access the Firm Admin features, but I'm getting the message "You must configure these values before you can use the Firm Admin."
I may be missing some required fields in the setup process. Could you please help me identify what specific fields need to be completed?
My goals are to: - Update my investment thesis - Access website front page editing - Use the full Firm Admin capabilities
Thank you for your assistance!
2 replies
Community Member
Select Settings -> Firms Settings
Note: back office features such as fund admin are available to Decile Partners. If you would like to explore having Decile run your back office, please contact jordan@decilegroup.com
Community Member
Thank you, Mike, for your quick response, problem resolved!
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