Functions: Permissions - Transfer Out

When an investor transfers out of a fund, Sensr Portal allows admins to set and track the Transfer Out Date. When used, this feature enables investors to continue to view historical fund-level documents, while removing access to future fund-level documents, all without the need to manually update permissions. The Transfer Out feature can be applied to a specific investor-contact assignment or to all of them to accommodate different use cases.   

What happens after the Transfer Out Date?

Contact will have access to:

  • Investor-level and fund-level documents posted with an Assigned Date before the Transfer Out Date.
  • Investor-level documents posted with an Assigned Date after the Transfer Out Date (e.g., tax document posted after the investor transfer out date).
  • Fund updates published before the Transfer Out Date.

Contact will not have access to:

  • Fund-level documents posted with an Assigned Date after the Transfer Out Date.
  • Emails and fund updates sent via the Email Wizard after the Transfer Out Date, unless the admin explicitly opted to include transferred out investors when sending out the communication.
  • Newsletters and fund updates sent via the the Newsletter Wizard after the Transfer Out Date.

IMPORTANT: transfer out only removes access to fund-level documents posted after the transfer out date. The investor can still view investor-level documents posted after the transfer out date (e.g., tax statements).  

IMPORTANT: An investor is considered as fully transferred once all of their contacts have been set as transferred out. If the transfer out feature was applied only to a specific investor-contact assignment, the investor isn't fully transferred out, and the restrictions outlined in this article will apply only to this specific contact.

Set Transfer Out Date for Investors in a Fund

  1. Navigate to Functions > Permissions > Contacts tab. Use the available filter to locate the related fund and click Edit Fund.

  1. In the Transfer Out Date column, select the desired date. Click Save.

Set Transfer Out Date for a specific contact across multiple funds

  1. Use the Contact available filter to select a single contact and then click Edit Contact to modify multiple fund permissions at once.

  1. On the Edit Contact Permissions page, enter the effective date in the Transfer Out Date column. Click Save.

Bulk Manage Transfer Out Date Set

  1. To set Transfer out dates in bulk, click Download XLSX.

  2. Update the file accordingly. Be sure to save before moving on to the next step.
  3. Next, click Upload XLSX to upload the file.

IMPORTANT: All transfer out dates must be the same across each line item (e.g., folder) for the same contact in the file to ensure a successful upload.

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