When an investor's portal account is created, FundPanel will automatically send that investor a welcome email notice. This welcome email is meant to notify the LP that they have been invited to access their investor portal account for their investments with your firm, and the email will additionally contain a link that enables the LP to set up their account on FundPanel.
This welcome email can be reviewed and customized by you at any time. To preview the welcome email sent by FundPanel, you may visit the Portal Access tab within the Investor Portal app. From the Portal Access page, select the link named "Manage Email Template":
The page that opens will allow you to preview the welcome email notice. You may notice this page also allows the email template to be edited as well. The email editor on this page allows you to make any adjustments to the email template should you wish to change the appearance or language within the email notice.
Should you make any adjustments to the email template, be sure to press "Save Template" to ensure your changes are captured within the template.
With your template saved, be sure to navigate back to the Portal Access tab and press "Sync Welcome Email Template". This step must be performed to ensure your customized portal welcome email is used by FundPanel!
Once the sync is complete, your custom welcome email notice will now be used for all portal invitations moving forward.
Should you wish to customize the portal welcome email notice again in the future, simply follow the steps outlined above to repeat the process and make additional updates to your email welcome notice as needed.