Investor access approval setting
What’s new
We know that security is important to you and we ensure that only valid users have access to your investor portal. Until now, that layer of security required someone from your team to approve each user. Many of our customers, however, found that the approval step was just a formality and preferred a more streamlined access process. To support both types of customers, those that want to manage all investor access and those who prefer a lighter process, we’ve created a new approval access setting for the investor portal. This setting allows managers to specify how much control they want to maintain over who is given access to their investor portal.
How it works
When No approval required is enabled, any new portal access requests are automatically approved once the user confirms their email address.
The default setting for approval access is Investors require approval and remains as it is today which requires each investor request to be reviewed and approved before access is granted.
What are the benefits?
When you choose to enable the new setting, your investors have immediate access to your offerings once they confirm their email addresses. And your team has fewer tasks to complete before getting deals in front of potential investors. You are creating a better experience for your investors and improving your efficiency at the same time!
Timing
Look for this revision to the Manager platform to launch on May 12, 2022.