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  • Updating Portal URL
  • Manage Profile Notifications
  • Admin Password Reset
  • Investor Relations Support Contact Information
  • Adding A New Team Member
  • Team Member Roles & Permissions
  • MFA - Multi-Factor Authentication for Team Members (New Permissions)
  • MFA - Multi-factor Authentication for Team Members (Old Permissions)
  • Wells Fargo Payment File
  • Yardi Voyager Integration - Manual Process Setup
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Updating Portal URL

If a situation arises where you need to change the URL for your investor portal or make updates to your domain, please follow these steps:

1) Determine who manages your DNS records. This is typically an internal team, or a third-party service. IMS does not manage DNS records.

2) Submit a ticket to the support team, either through the app or support@imscre.com, and let us know what you want the new URL to be.

3) The support team will provide the changes that need to be made to your DNS settings.

4) Have your team make the required changes.

5) Confirm with the support team the changes have been made.

6) The support team will update your URL and DropBox Sign domain.

What are DNS Settings?

DNS settings are used to connect websites to each other. In IMS, they are used to connect your website to the investor portal and our email server. 

Types of DNS records

DKIM Record - Used to digitally sign outgoing mail, so the recipients know the message has not been faked or altered in transit

SPF Record - Specifies the servers and domains that are authorized to send email on behalf of your organization

CNAME - Used to map an aliased domain name to a canonical domain name

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