In order for fund advisors to log in to their Fund Management tab on the Portal, a login must be configured for them. The same is true for any profile designation that has been granted access to the Portal.
Create Login
- Navigate to the profile record for which the login will be configured.
- Click the Login Info tab.
- Click Edit Login in the left-side menu.
- Enter the Login (username), and then click Save.
- Click Set Password in the left-side menu.
- Enter a password in the New Password field, and then click Save.
- Check the box next to Temporary to prompt the user to create a new password during their next login attempt.
- Check the box next to Temporary to prompt the user to create a new password during their next login attempt.
When save is selected on the Set Password page, an automatic email is sent to the fund advisor. In addition to the automatic system email, it is recommended that the internal user send a secondary email outside of the system listing the site URL, username/login credentials, and temporary password.
In the event a password needs to be reset, review the Admin Instructions section for options.