User Management and Communications
13 articles
- Status definitions in contacts
- Using FundPortal permission levels
- What's the difference between admin and Portal owner?
- What do the Users' statuses mean?
- User Communications - Messages
- What happens when I choose a specific link to redirect my Prospects/Investors?
- User Communications - Documents
- Investor behaviour & analytics
- Customising permission-level titles
- Advanced Analytics
- Granting access to your investor portal
- Managing access requests
- Revoking access to your investor portal