"Send Login Email" from Profile Login Info
Currently, the ability to generate an in-system Portal advisor invite email with a unique account setup link is only available from the profile's Fund Advisor record (the "Send Login Email" button retained from the legacy Fund Advisor Portal); profiles without the Fund Advisor designation do not have this option available.
We find the Send Login Email option to be the most efficient way for our staff to set up new Portal accounts and would appreciate if this tool could be made available from the profile level (on the menu of the Login Info tab) so that automated emails with unique Portal setup links can also be created for non-Fund Advisor profiles, since CSuite's new Portal now permits access based on other profile designations.
Madison Leighty
shared this idea
Hello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
-
Madeline Bennett
commented
I definitely support this idea. I have to craft a separate email, set temporary passwords, include the link to the portal login, then send the email manually. I also include a separate how to, as it does not populate them to the same view as a fund advisor. They have to utilize the "change Profile" option, then select the organization's view.
It seems a bit unnecessary considering the fund advisor designation carries all of this information (minus the navigation guide). I know it is not always as simple as I think though. Haha.