Before Portal Activation
- Make sure to fill out the Contact Detail Form for the recipient
- Create any linked relationships on the Contact Detail Form if applicable
(Ex: consultants or advisors) - Make sure the automated Portal Activation Email Alert matches your firm's branding
During Portal Activation
- Select the appropriate Investor View and Relationship Manager configured in Portal Settings (Requires Portal Premium)
- Allow File Upload (if applicable) in Portal Settings
- Allow others to view recipients' documents or permission for recipient to view others documents in Portal Settings
- Publish Documents and/or Shared Content to the recipient to make sure they have something worthwhile to look at!
After Portal Activation
- Immediately after activating the investors, personally reach out to them to be on the look-out for an email with instructions to complete the activation