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CommunitySuite Idea Lab: Fund Advisors

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Send Login email does not function. Please make Login Info tab able to edit.

Creating fund advisors is clunky and inefficient. Send Login email does not function. Please make Login Info tab able to edit. Please create an easier way to create fund advisors.

2 votes

Trina Frandsen shared this idea · Aug 14, 2024 · Report… · Admin →

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Julie commented · August 28, 2024 8:37 AM · Report

I think this is a permissions issue. Please vote here: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48765095-create-fund-advisor-login-for-legacy-portal-from

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