FundPanel portal admin accounts allow users to have access and visibility into all investments across all funds within the platform. To grant users admin access to the FundPanel investor portal, follow the steps outlined in this guide.

TABLE OF CONTENTS

• Creating a Portal Admin Account
• Activating and Sending Welcome Email

Creating a Portal Admin Account

1. Navigate to the Portal Access tab.
2. Locate the Add Additional Admin section at the bottom of the page.
3. Enter the user's First Name and Last Name.
4. Enter the user's Email address.
5. Click Add Additional Admin.

After clicking the "Add Additional Admin" button, a contact will be created for the user. This contact can then be activated and sent the portal welcome email from the Portal Users tab.

Activating and Sending Welcome Email

1. Go to the Portal Users tab.
2. Find the newly created portal admin contact.
3. Enable the contact as a portal user.

Once the account is activated, the user will be invited to the investor portal via welcome email. The user may follow the steps outlined within the welcome email to log in to the investor portal. 

If a new portal admin user is looking for more information on navigating the investor portal, please refer them to the following guide: 

FundPanel Investor Portal Walkthrough

Note: Portal administrator accounts are read-only and do not have access to edit most data within the FundPanel, with the exception of information available within the "Investor Details" area of the portal.