An overview of the tasks you need to complete
You can use the bell icon to view all tasks that need to be completed by you as an admin.
The function is enabled for Platform Owners and Admins and can be accessed via the bell icon in the top bar navigation.
As of right now, the following tasks are included in the overview
- record payin
- brokerage requests via next
- confirm investment
- classification for semiprofessional investors
We are working on including more types tasks in the list.
If you would like more specific tasks to be displayed here, please open a feature request and we will take this into account when planning future additions.