Merge Staff and Fund Advisor Users
We have 4 Staff Members who are also Fund Advisors. Currently, we need to have 2 separate user profiles for them because their work email is used so that they can navigate and process in CSuite/GLM. Their other CSuite profile is used with their personal email so that they can navigate within the Fund Advisor Portal.
It would be nice if there would be some type of profile/user merge that would allow them to use one email address or the other so that we only have 1 profile entered in CSuite.
For example: 1 CSuite Profile - 2 email addresses on file. CSuite user email: test@work.com used to login to Csuite. Personal Fund Advisor user email: test@home.com used to login to Fund Advisor portal. Forget my password? emailed to whichever email address is applicable for that site or to both.
Tiffany Caron
shared this idea
The enhancement to merge a User and Fund Advisor profile was released this week (5/13/24). Here is a link to the help article for instructions: https://support.foundant.com/hc/en-us/articles/23244857873559-User-Changes If you have any questions, please reach out to support.