Send login email in "Portal"
In the Legacy Fund Manager, we could "Send login email" To a new Fund Advisor. In the New Portal, the only option to set up a new Fund Advisor is to send them to the login link, and have them click on "Forgot Password" and go through that process to access their system. Please create a new "Send Login Email" in the Portal for easier set up access to our Fund Advisors.
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Rachele Vierthaler
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- Fund Advisors: A new content block has been added to support bulk processing of Fund Advisor logins and resend login emails. This content area is located under Fund Advisor Content <Advisor Invite Email. When populated, CSuite will use the Advisor Invite Email content instead of the standard Advisor Login Email, allowing for more flexible and customized communications. The new content supports a rich text editor, enabling formatted content, links, and other enhancements. This email will apply bulk login sends and the Send Login action for individual Fund Advisors.