Author: Alex Melas

How to Login to Passthrough

Login Page

Passthrough makes signing documents and upload investor documentation smarter. To access your account, you must visit their page. Once on the login page you will need to enter your email. Once you have entered this click next and an email will be sent to you with a sign in link.

Click the sign in button or the below link and this will bring you to the fund home page.

January 30, 2025
GP Portal Internal User Roles
GP Portal defines user roles to assign specific permissions for tasks within the internal portal environment, ensuring secure and appropriate access to functions based on role requirements.

Here’s a brief description of each:
- Preparer: Internal users who prepare/create CRM records, upload documents, create document campaigns, etc. Preparers submit their updates for review.
- Reviewer: Internal users who review the work of preparers. Reviewers can approve changes/uploads or reject changes/uploads, which sends the work back to the preparer to update.
- Administrator: Internal users with all the permissions of preparers & reviewers, with the ability to manage portal-level settings, internal users, password requirements, MFA, etc. Administrators can prepare and review their own work if desired.
- Internal Viewer: Internal users with permission to view the portal as is, without the ability to make any changes. This can be a useful role for employees/managers who want to review the portal at a high-level and run reports, but don’t want to be able to make any changes.
CRM Controls

Function Preparer Reviewer Admin Internal Viewer
View CRM Records
Create CRM Records
Edit CRM Records
Archive CRM Records
Approve CRM Record Edits
Send Welcome Emails

Document Management

Function Preparer Reviewer Admin Internal Viewer
View Document Packages
Create Document Packages
Edit Document Packages
Approve Document Packages
Archive Document Packages

Campaign Management

Function Preparer Reviewer Admin Internal Viewer
View Campaigns
Create Campaigns
Edit Campaigns
Approve Campaigns
View Delivery Metrics

Report Access

Function Preparer Reviewer Admin Internal Viewer
View Reports Section
Generate Reports
Export Reports

Settings Access

Function Preparer Reviewer Admin Internal Viewer
Change Own Password
Manage Internal Users
Access to General Settings
Firm Password Requirements
MFA Requirements
Theme Editor
Folder Management
Email Settings
March 25, 2024
Customize GP Launch Account
Updating Firm Information
- Navigate to the ‘Settings’ section of the portal.
- Enter the legal name in the ‘Firm Name’ field.
- Provide a statement in the ‘Firm Headline’ field that encapsulates the firm’s mission.
- In the ‘Firm Summary’ section, include a description of the firm’s background, investment philosophy, and services offered.
Uploading Firm Images
- Access the ‘Images’ tab in the settings.
- For the ‘Cover Image’, select ‘Upload’ and choose a representative high-quality image for the firm.
- Under ‘Logo Upload’, there are two options:
  - Upload a light-colored logo for visibility against dark backgrounds.
  - Upload a dark-colored logo for use on light backgrounds.
March 4, 2024
Access Log Page
The Audit Log page serves as a record of all user actions. This page provides a timestamped log that captures user interactions within the portal, such as viewing documents or visiting product pages.

Features of the Audit Log
- Event Tracking: Lists user activities like ‘Document Viewed’ or ‘Product Visited’.
- User Identification: Displays the name of the user associated with each event.
- Timestamps: Provides the exact date and time when an event occurred.
- Event Details: Shows the specific items involved in the activities.
Filtering Access Logs
1. Click on the Filter button at the top of the logs table.
2. Select the criteria you want to filter by, such as:
  - Date range
  - Specific user
  - Type of event
3. Click Apply Filters to update the displayed logs.
Searching for Specific Events
1. Use the Search Bar at the top of the Access Logs section.
2. Type in keywords related to the event or user.
3. Press Enter to filter the logs accordingly.
Exporting Access Logs
1. Locate the Export button in the Access Logs section.
2. Click the button to generate a downloadable file.
3. The file will be saved to your computer for offline reference.
March 4, 2024
Documents Page
The Documents page on GP Launch assists admin by providing a secure and organized platform for managing a wide array of documents related to investment products. Here’s a detailed guide to help you navigate and utilize the Documents page effectively.

Overview of the Documents Page

Upon accessing the Documents page, you’ll be presented with an interface showcasing a list of documents and files, each represented with a custom thumbnail image. Each entry is associated with a date, indicating when the document was uploaded or last modified, and a tag showing the number of products related to the document.

Key Features for Admins
1. Upload Documents: Admins can add new documents to the portal by using the ‘Upload’ button.
2. Download Documents: To review a document offline or use it in a separate application, admins can download the file directly from the portal.
3. Assign Products: This option allows admins to link documents to specific investment products or services. You do not need to assign documents to a product if you are not ready for prospects to view.
4. Reupload: If a document needs to be updated or corrected, the reupload function enables admins to replace the current file with a new version while keeping the document’s history and associations intact.
5. Change Cover Image: Admins can customize the thumbnail image for a document to make it more recognizable or relevant to the content.
6. Move: To maintain organization, admins can move documents between folders or to different locations within the portal.
7. Rename: This function allows the admin to change the file name for clarity or to follow a specific naming convention.
8. Watermark: This function allows you to apply to reset watermark set by your company to the document.
9. Archive: For documents that are no longer actively needed but must be retained for record-keeping, the archive feature helps in de-cluttering the active document list.
10. Sort and Filter: To manage a large repository, admins can sort documents:
  - Name
  - Uploaded date
  - Updated date
  - File Type
11. Folder Management: Admins can create new folders with the create folder button.
Canceling an Upload
1. If you need to cancel an upload, click the Cancel button before confirming the upload.
2. You will be returned to the Documents section without adding a new file.
March 4, 2024
Users Page
As an admin in GP Launch, the users page is a centralized location to manage your users.

Getting to the Users Page
1. Select Users from the menu on top of your screen.
An admin can view a list of all users, including essential information like names, email addresses, activity status, last active date, products interested in, and associated firm names.

Prospect Management Actions
1. Add User: Admins can input new prospects into the system with a click of a button. Click on this article to learn more.
2. Export List: This function allows admins to download the list of prospects.
3. Edit Prospect Details: By clicking on actions within an associated prospect row, you are able to edit the following prospect details:
  - Name
  - Email
  - Firm Name
  - Products
  - Status
4. Assign Products: Admins can see what products the prospect is associated with.
5. Status: View if a prospect is Active or Inactive. Inactive prospects have no access to any products or material posted to portal.
6. Track Engagement: The admin can view and analyze when a prospect was last active in the portal.
7. Filter and Sort: To manage large numbers of prospects, admins can filter the list by various criteria:
  - Product
  - Status
  - Name
  - Email
  - Firm Name
  - Most / Least Active
Deactivating a User
1. Find the user you wish to deactivate in the list.
2. Click on the three dots in the Actions column.
3. Open the dropdown under Status and select Inactive.
4. Click Save when finished.
Users can be reactivated at any time. Deactivated users do not have access to products.
March 4, 2024
Adding Prospects
Add prospects to your portal via the two quick add buttons located within your account:
1. Open the Invite Prospects Dialog:
  - Click on the “+” symbol or Invite Prospects button. These are accessible throughout your account for easiest access.
2. Filling in the Details:
  - Products: Click on the ‘Select value’ dropdown to choose the product you wish to invite the prospect to learn more about.
  - Firm Name: Click on the ‘Enter firm name…’ dropdown to select the firm the prospect is associated with. If the firm is not listed, you may need to enter the firm’s name manually.
  - Email: Type the prospect’s email address in the ‘Email’ field. If you wish to invite multiple prospects, click the ‘Add’ button after entering each email address to include them in the invitation list.
3. Sending the Invites:
  - Review the information to make sure it’s correct.
  - Click the ‘Send Invites’ button to dispatch the invitations to the prospects. They will receive an access link via the provided email.
4. Cancel if Necessary:
  - If you decide not to send the invites, click the ‘Cancel’ button to close the dialog without sending the invites.
March 1, 2024
Adding a New Product
To create a new investment product, please follow these steps:
1. Go to the Investment Products page.
2. Click the “New Product” button located near the top right corner of the screen.
3. A pop-up window (modal) will appear. In this window, enter the name of the product in the designated field.
4. Click the “Save” button to proceed.
After saving, you will be directed to the page of the newly created product. Here, you can add detailed information about the fund. This page also allows you to customize various aspects of the product and upload any necessary files.
February 29, 2024
Logging into GP Launch
GP Launch offers a passwordless login experience with Magic Links.
1. Open your preferred web browser.
2. Type the platform URL in the address bar.
3. Press Enter to open the page.
4. You should now see the login screen.
How to Log In
1. On the Welcome Page, locate the login section.
2. Enter your email in the provided fields.
3. Click the “Send Link” button.
4. If your credentials are correct, you will be sent an email.
5. Click the Sign In button in the email and you will be brought to the home page.
February 28, 2024
How to Access GP Portal with a Firewall
This article will assist users who are unable to access their respective GP Portal site. If you have an active firewall, it may block the portal site or prevent MFA codes from arriving which would allow you to login to your account. The following steps are provided to help you access GP Portal with a firewall:
1. Notify your IT department to white label your portal URL. The URL should look like this: https://www.CompanyName.gpportal.com.
While the IT department works on white labeling the URL, you can access GP Portal with a temporary fix by following these steps:
1. On your mobile device, turn off Wi-Fi.
2. Go to your specific client GP Portal URL or https://www.global.gpportal.com.
3. Enter your user credentials and login to GP Portal.
October 12, 2022

Function	Preparer	Reviewer	Admin	Internal Viewer
View CRM Records
Create CRM Records
Edit CRM Records
Archive CRM Records
Approve CRM Record Edits
Send Welcome Emails

Function	Preparer	Reviewer	Admin	Internal Viewer
Change Own Password
Manage Internal Users
Access to General Settings
Firm Password Requirements
MFA Requirements
Theme Editor
Folder Management
Email Settings

Author: Alex Melas

Login Page

CRM Controls

Document Management

Campaign Management

Report Access

Settings Access

Updating Firm Information

Uploading Firm Images

Features of the Audit Log

Filtering Access Logs

Searching for Specific Events

Exporting Access Logs

Overview of the Documents Page

Key Features for Admins

Canceling an Upload

Getting to the Users Page

Prospect Management Actions

Deactivating a User

How to Log In