NOTE: If a contact has a large quantity of Contact Roles to move in bulk, please reach out to support@fundpanel.io with details for the request. Salesforce offers a merge function for contacts that can prove useful for this type of task & the support team can either take care of the request or point you in the right direction if you are looking to do the merge yourself.
Steps for processing a change in email address:
FundPanel portal users are linked to the portal via a unique email address. For this reason, it is recommended to create a new contact when a contact with an active portal user requests that their email address on file be changed.
From the Portal Users tab:
1. Disable the portal user from the Portal Users tab by selecting the user from the list and using the "Disable Contacts" button (This will take up to 90 sec after clicking "Disable Contacts".)
From the Contact Record page:
2. Delete the Contact record (more information on deleting contacts can be found here)- the portal user MUST be disabled first! A contact that has been disabled will say "Disable_Completed" as shown below:
3. Create the new Contact & any associated Contact Roles with the updated email address.
4. Enable the new portal user - (Article - How to Enable a Portal User)
For instructions on creating new contacts or updating contact roles within FundPanel, please visit the article below: