Admin: Publishing to the investor dashboard

Overview

As an admin you control when data will be presented to investors on the dashboard.  Sidecar via the partner API or admin application will hold data about funds until an authorized admin user publishes that data. Please remember that once published a fund can not be unpublished, as notification and emails will be generated for each investor.

To Publish a Fund

Using your single sign on credentials you can use the sidecar admin via https://admin.hellosidecar.com

Once signed in, you can navigate to investments, choose the fund, click the fund name from the list of available funds:

Choose Fund Setup from the navigation and click the publish button

Please be careful not to change any other fields on this screen, they could break integrations if being managed via the partner API.