GECKOWorkspace Overview
Workspaces
This area allows you to oversee the Workspaces assigned to you. You can create Workspaces, view Archived Workspaces and filter view by Category.
Click on a Workspace to view.
Browsing workspaces
Create a Workspace
Note
Before creating a Workspace, you need to create a Category, a Workflow and a Client.
Click ‘Add Workspace’ and enter the relevant information.
Workspace Creation
Registers
Register are free-form data fields where you can create lists of relevant fund information.
e.g. Register of Complaints, Register of Beneficial Owners, Authorised Signatory List