BD

Black Diamond Integration

Connect Black Diamond portfolio management to Milemarker

1

Log In as Admin

Log in to Black Diamond as an Admin.

2

Access Settings

Go to the Settings menu (gear icon in the top-right).

3

Navigate to User Management

Select User Management (under "Firm Settings").

4

Add New User

Click the "+ Add User" button.

5

Enter Milemarker Information

Enter the following for Milemarker:

First Name: Milemarker
Last Name: Org
Email: client_role@milemarker.co
Username: client_role@milemarker.co
6

Set Role/Permissions

Choose the appropriate Role/Permissions: Read Only for Milemarker.

7

Assign Team (Optional)

Assign Milemarker to the correct Team or Office (if applicable).

8

Save and Invite

Click Save or Invite to send Milemarker an activation email.

Important Reminder

Please use the email client_role@milemarker.co when setting up Milemarker's user credentials.

Need Help?

If you have any questions or need additional guidance, please contact us.

connect@milemarker.co