In CommunitySuite, admins have the capability to send out multiple fund advisor login emails at once. To send multiple fund advisor login emails, the fund advisors need to have profiles with an email set in CommunitySuite.
The workflow for sending multiple fund advisor login emails is as follows:
- Use this article to create the amount of fund advisor profiles desired.
- To edit the email for a fund advisor navigate to their profile, then click on Edit Profile.
- Enter the correct email then click Save.
- Once you have created all the fund advisor profiles, click Send Login Emails on the left side menu on the Fund Advisors page.
- If you need to edit the subject or message in the email refer to this article.
- Click Send Emails to 7 Advisors. The number will indicate however many fund advisors you created.