Investor Portal Admins can make customizations to the Portal using the Organization Settings Tab.
TABLE OF CONTENTS
Navigating to the Organization Settings Tab
- Click on Admin at the top right of the Portal.
- Once on the Admin page, select "Organization Settings".
Customizations on Organization Settings
From the Organization Settings tab you can customize the following:
General Settings
- Controls the default behavior of the investor portal. Depending on your organization's preferences, you may wish to toggle these settings.
Skip K1 Agreement: When an Investor first logs in to the portal they will see a default Consent agreement and must consent to Electronic Delivery of Tax Form Schedule K1.
The default Consent to Electronic Delivery of Tax Form Schedule K-1 is:
Display Org Name: To enable this setting, check the checkbox and press save in Organization Settings and the Organization Name will now display next to the logo in the Portal. An organization's name can be displayed in the investor portal next to an organization's logo. It is recommended to toggle this setting on if your logo does not have your organization name included within the logo. Otherwise, this setting can be toggled off to eliminate any redundancy and prevent your organization name from showing twice.
Tab Visibility
- Toggle tab visibility, check any unchecked checkboxes here to make tabs visible to portal users.
Fundraising Tab Alternate Label
- If you are using the portal for Fundraising, you may wish to rename the Fundraising tab. This field allows you to rename the Fundraising tab to whatever you wish.
Action Buttons & Folder Visibility
- The FundPanel investor portal has optional action buttons that can enhance the functionality of your portal and provide users with a more seamless investor portal experience.
- Action Buttons are fully customizable. Within the "Action Buttons" section, an administrator may:
- Toggle button visibility on or off
- Adjust the button's display label
- Customize the URL of the button, controlling where users are directed upon button press
- For example, if a client is using the portal for Fundraising, and has the Fundraising tab enabled, you can direct investors to a new URL with a customized Fundraising Action Button.
- Action Buttons, when toggled on, will display on the tab correlating with the button name
- For example, once you have saved the Fundraising Action Button Label and URL, the button will display on the Fundraising tab. When an investor presses the button, they will be navigated to the URL specified within your portal's "Fundraising Action Button URL" field.
PDF Preview Only
- Enables you to enforce a preview only mode for PDFs, removing the option to download documents. Preview mode can be enabled on a per-document or per-fundraising basis.
- Watermarking is also available within this section for PDFs, along with options to customize the location of the watermark, specify the watermark image URL, and adjust both the transparency and rotation of the watermark image.
Custom Consent Agreement Customizations
- If you opt to skip the K-1 Agreement step, or if you wish to introduce an additional consent agreement, you may use the Custom Consent Agreement feature. Check the checkbox to require your custom consent agreement & fill in any details of your custom consent agreement in the fields below the checkbox. Contact the support team with any questions or for any assistance building out your organization's custom agreement.
