After creating a profile, the profile can be designated 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 funds through the Fund Management tab of the Portal. Fund advisors login (username) information is configured on their profile record in the Login Info tab.
Create Fund Advisor Profile
- Navigate to a profile that will be made a fund advisor.
- Click [Make] next to Fund Advisor.
- Add the applicable Fund Advisor information, and then click Update.
- Check the Donation Notify Enabled box to automatically email the fund advisor when donations are posted or unposted to the funds 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 or unposted from the funds 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 the Statement Type from the drop-down menu 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 Management tab of the Portal.
- Advisors with Statement Type Paper or Email will receive statements by that distribution method. They can also access statements in the Fund Management tab of the Portal if they have access.
- The fund statement process will treat a blank Statement Type as Paper.
- Check the Request Confirmation Email box to set up automatic emails to the fund advisor confirming they have submitted a grant request online.
- Check the Donation Notify Enabled box to automatically email the fund advisor when donations are posted or unposted to the funds they advise.
- 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 the fund has been added, it will show in the Funds section on the fund advisor profile.
Delete a Fund From Fund Advisor Profile
- Navigate to the fund advisor's profile.
- Click [delete] next to the fund that will be deleted.
- Grant requests associated with the fund advisor will remain in the system.
- Grant requests associated with the fund advisor will remain in the system.
Edit Fund Advisor Profile
Editing the fund advisor profile is one way to edit the fund tabs that the fund advisor will see. The fund Notification settings and statement type may also be edited.
On the Fund Management tab of the Portal, the Scholarships tab is controlled by the fund advisor checkbox on a scholarship program record.
- Navigate to the fund advisor profile and click Edit in the left-side menu.
- Make the applicable Fund Advisor 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.