Bulk Edit Fund Advisor Settings

Fund Advisor settings that can be bulk edited include Set Statement Types, Set Email As Login, Set Notify, Send Login Emails, and Set Tab Permissions. Profiles must already have the Fund Advisor designation for bulk edit functionality to apply.

1. Navigate to the Fund Advisors page to begin.
2. Click the appropriate bulk edit option in the left-side menu.

Set Statement Type

There are two options for Set Statement Type. 

1. Set Statement Type for ALL Fund Advisors
   • Clicking any of the selections in this option will change/update all fund advisor records.
2. Set Statement Type for Fund Advisors with No Statement Type Defined
   • Clicking any of the selections in this option will change/update only the fund advisors records whose statement type is currently blank. 

Three types of statement delivery are available for fund advisors.

• Online - Advisors with Statement Type Online will receive statements through the fund advisor portal. Statements will not be emailed or printed at the Foundation.
• Paper - Advisors with Statement Type Paper will receive a printed copy through a delivery method determined by the Foundation. They can also access statements on the fund advisor portal.
• Email - Advisors with Statement Type Email will receive statements in their email inbox. Fund Advisors must have a valid email address recorded in their profile. They can also access statements on the fund advisor portal.
  
  
  

Set Email As Login

Set Email As Login will make fund advisors that currently have no established login use their email address as their login (username). This will not override existing login (usernames) for fund advisors who already have that setup.

Set Notify

In the Bulk Set Notify Settings, you can set Donation Notify and Grant Notify. 

•  Donation Notify will automatically email the fund advisor when donations are posted to the fund(s) they advise.
• Grant Notify will automatically email the fund advisor when grant checks are posted from the fund(s) they advise.

These options can be added to everyone or removed from everyone.

Send Login Emails

To send multiple login emails to fund advisors, use Send Login Emails. This will show a preview of the email that will be sent to the fund advisors that have not yet logged in to their fund advisor portal. The Send Email button lists the number of emails that will be sent, and this button must be clicked to send the emails.

The login link that is contained in the email will expire after 30 days if it is not used, and this link will supersede any login links fund advisors have previously received. The link also expires when fund advisors log in and create a password.

Set Tab Permissions

CommunitySuite allows administrators to designate what tabs fund advisors see in their fund advisor portals. Tabs can be assigned on an individual basis by editing a fund advisor record, or in bulk at the Fund, Fund Advisor, and Tab levels.

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.

1. Navigate to the Fund Advisors page and click Set Tab Permissions in the left-side menu.
2. Click [Assign by Fund], [Assign by Advisor], or [Assign by Tab] to bulk assign tab permissions.
   
   
   

Assign by Fund

1. 1. Click a Fund.
      
      
      
   2. Check the boxes to enable tabs for each fund advisor of the selected fund and then click Update.
      
      
      

Assign by Advisor

1. 1. 1. Click an Advisor.
         
         
         
      2. Check the boxes to designate which tabs the fund advisor will see from each fund in their Fund Advisor Portal and then click Update.
         
         
         

Assign by Tab

• • • Click [Add to Everyone] next to the desired tab to add the tab to all funds in all Fund Advisor Portals.
      
      
      
      • A green banner will display, indicating how many entries (fund advisor + fund) were affected.
        
        
        
      • Click [Remove From Everyone] next to the desired tab to remove the tab to all funds in all Fund Advisor Portals.
        
        
        
    • A green banner will display, indicating how many entries (fund advisor + fund) were affected.