Arch

What you can do in your Arch Account Settings

Account Settings

In this article you will learn how to see what users have access to accounts

How to See Which Users have Access to Accounts

Setting Up Two Factor Authentication on Arch

In this article, you will learn how to edit an existing user's permission type on their account(s)

How To Edit Or Remove a User's Permissions

In this article, you will learn how to add users to accounts and set their permissions.

How to Invite a New User

In this article you’ll learn how to reset your Arch Portal password.

How to Reset Your Password

In this article you will learn how to re-send a user the Arch portal invitation

How to Re-Send a Portal Invitation

Learn more about the different Arch user types and what they can do on the portal

User Management

This article explains the Portal & Digest access permission according to each Arch User Type

Arch Permissions by User Type

In this article you will learn more about the user permissions associated with View Only Arch portal access

View Only User Permissions

In this article you will learn more about the user permissions associated with View Only with Task Completion Arch portal access

View Only with Task Completion

In this article you will learn more about the user permissions associated with Restricted Investor Arch portal access

Restricted Investor User Permissions

In this article you will learn more about the user permissions associated with Informed Tax Only Arch portal access

Informed Tax Only User Permissions

In this article you will learn more about the user permissions associated with Investment Team Arch portal access

Investment Team User Permissions

In this article you will learn more about the user permissions associated with Tax Only Arch portal access

Tax Only User Permissions

In this article you will learn more about the user permissions associated with File Only Arch portal access

File Only User Permissions

In this article you will learn more about the user permissions associated with full Arch portal access

Full Access User Permissions

Arch's articles related to user permissions

User Permissions

In this article we’ll share what the Arch Digest is, what information you’ll see in it, and how to adjust how you receive the digest.

The Arch Digest

In this article, we'll share the Arch Digest schedule and the days when the Digest is not sent.

Arch Digest Schedule

Learn more about the Arch Digest and different updates you can make

arch.co

Find answers and get help from Intercom Support and Community Experts

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