Functions: Communications - Invites

The Invites tab is located under Functions > Communications. Here admins can select to invite new contacts to sign in to the portal - individually or in bulk. Use the available filters to refine selection if needed.

Access the Invites Feature

1. Navigate to Functions > Communications.
2. Click the Invites tab and use the available checkboxes and filters to locate and select which contacts to invite to the portal.
3. Click the Send Invite button.

Use Filters to Select Contacts

Use the optional filters to select which contacts to invite to the portal. The sample below displays two filters are being applied. Use the checkboxes to select some or all contacts and click Send Invite.

• Search - contact ID, contact, email
• Investor - select from a list of investors.
• Fund - select from a list of funds.
• Activity - select from:
• Invite not sent - applies to any contact who has not yet received an invite.
• Password not reset - applies to any contact who has never previously been invited to the site or had their password reset, whether that be through using the Forgot your password functionality on the login page or having their password manually set by an admin.
• Never logged in - applies to any contact who has never logged into the site, regardless of whether they have been previously invited.
• Tag - select from the available tags to only invite specific investors based on the assigned tag.