In this article, we'll walk you through the different sections of the Portal Access tab in the Salesforce FundPanel app. This tab enables users to easily edit details that are displayed on the investor portal.
TABLE OF CONTENTS
Org Admin Details Section
The Org Admin Details section contains two fields: Phone and Address. When Limited Partners (LPs) log in to your organization for the first time, they will be prompted to consent to an electronic K1 consent agreement. The contact information in these fields will appear at the bottom of the K1 acceptance agreement, providing LPs with your contact information in case they have questions or concerns about the K1 consent agreement.
Organization Logo Section
This section controls the logo displayed to LPs when visiting your investor portal. The URL here must point to an image that has been uploaded to Salesforce. To upload your organization's logo to Salesforce, please refer to the following article:
Updating the Company Logo on the Investor Portal
Additional Portal Administrator Accounts Section
The final section on the Portal Access tab allows you to add additional portal administrator accounts to the investor portal. For more information on portal admin accounts and how to fully create the account using this section, please visit the following article:
Portal Admin Account Creation in FundPanel
We hope this guide has helped you understand the different sections of the Portal Access tab in the Salesforce FundPanel app. If you have any further questions, feel free to reach out to our support team.