Inviting Your Investors to the Investor Portal

Overview

Before your investors can access the investor portal, they first need to be sent an invitation email that will provide a link allowing them to create a password for their account and log in.

Step-by-Step Instructions

1. From the CRM tab drop-down, select Contacts. Here, you will see a list of all contacts that have been added to the system. Note the Status column will display either 1) Waiting (contact has not received an invitation), 2) Invited (invitation has been sent, but the contact has not yet created a password that is required for the login page), 3) Invited (Expired) (contact has received an invitation but for security purposes, the invitation email link has expired after one week), 4) Active (contact has successfully logged in), or 5) Accepted (contact confirmed the invitation email but has yet to sign in).

2. To invite one contact, select the dropdown button next to their name. Select Invite to Investor Portal. To invite multiple contacts, select the check box next to each of their names, and select Bulk Actions > Invite to Investor Portal at the top. If you would like to invite all contacts, choose the Select All checkbox at the top. Next, select Bulk Actions > Invite to Investor Portal. Select Send Invite. Note: When selecting multiple contacts, please make sure to wait for the pop-up to load invitation details and click Send Invite; otherwise, invitations will not be sent.

Select All checkbox option, shown below:

Note: You may see messaging about contacts that are not able to be invited (see image above).

All invited contacts will receive an invitation to create their passwords (see image below).