Create an insider

  1. Open the Insider Manager module.

  2. Hover over Create.

  3. Select Create Insider.

  4. Add e-mail address (the only mandatory contact detail at this stage as each insider will be asked to complete and confirm their details when added to a list).

  5. Add a mobile number if you would like the insider to receive their one-time password there the first time they confirm their details and obligations. 

  6. Scroll to bottom of page if the insider is a PDMR and/or a permanent insider and toggle to enable.

  7. Save.
Tags: Insider, Insider List, PDMR, Permanent Insider
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