After creating a profile, you can designate the profile as a fund advisor. Profiles designated as fund advisors can receive fund statements through their preferred distribution method and can be provided access to their fund(s) through the fund advisor portal.
Create Fund Advisor Profile
- Navigate to a profile that you want to make a fund advisor and click Make Fund Advisor in the left-side menu.
- Add applicable information to create the Fund Advisor record, and then click Update.
- Enter a unique Login such as Jamie Bartley or the advisor's email.
- Logins are case sensitive in CommunitySuite.
- Check the Donation Notify Enabled box to automatically email the fund advisor when donations are posted to the fund(s) they advise.
- If enabled, alternate emails can be selected to receive Donation Notify emails rather than or in addition to the profile's primary email address.
- Check the Grant Notify Enabled box to automatically email the fund advisor when grant checks are posted from the fund(s) they advise.
- If enabled, alternate emails can be selected to receive Grant Notify emails rather than or in addition to the profile's primary email address.
- Select Statement Type from the drop-down to set whether the fund advisor will receive their fund statements online, in paper format, or via email.
- Advisors with Statement Type Online will only receive statements through the Fund Advisor Portal.
- Advisors with Statement Type Paper or Email will receive statements by that distribution method. They can also access statements in the Fund Advisor Portal if they have access.
- The fund statement process will treat a blank Statement Type as Paper.
- Enter a unique Login such as Jamie Bartley or the advisor's email.
- Click Add Fund in the left-side menu to add a fund to the fund advisor profile.
- Enter the fund name in the Fund field and select the fund from the drop-down list.
- Repeat the process to add additional funds.
- Repeat the process to add additional funds.
Once you have added the fund, it will show in the Funds section on the fund advisor profile.
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- To delete a fund from a fund advisor profile, click [delete] next to the fund you would like to delete.
- To delete a fund from a fund advisor profile, click [delete] next to the fund you would like to delete.
Edit Fund Advisor Profile
Editing the fund advisor profile is one way to edit the Fund tabs that the fund advisor will see. You can also edit Fund Advisor Portal Login, notification settings, and statement type.
- Navigate to the fund advisor profile and click Edit in the left-side menu.
- Make applicable changes, and then click Update.
- Fund Advisors who are designated as the Primary (advisor) for a fund must approve all grant requests made by others before the request becomes a grant. If the fund advisor has an email on record, a system-generated message will be sent alerting the fund advisor of grants to be approved.
- Fund Advisors who are designated as the Primary (advisor) for a fund must approve all grant requests made by others before the request becomes a grant. If the fund advisor has an email on record, a system-generated message will be sent alerting the fund advisor of grants to be approved.