Author: Alex Melas

If a folder is no longer used or was made by mistake, the folder can be deactivated and removed from the Investor Portal, Communication Grid, and Document Upload process. Admins can deactivate folders in General Settings. Documents that are in a deactivated folder will still be accessible by Internal Users in Portal Uploads.

To Deactivate a Folder

1. As an Admin, click the Settings Gear.
2. In the dropdown menu, click ‘General Settings’.
3. In the navigation menu, click ‘Manage Folders’. 
4. Scroll to find the folder that needs to be deactivated.
5. Click ‘Edit’ at the end of the folder row.
6. Uncheck the ‘Active’ checkbox.
7. Click ‘Save’.
8. Review the folder details in the Folder Review overlay.
9. Click ‘Continue’.

To Reactivate a Folder

1. As an Admin, click the Settings Gear.
2. In the dropdown menu, click ‘General Settings’.
3. In the navigation menu, click ‘Manage Folders’. 
4. Scroll to find the folder that needs to be activated.
5. Click ‘Edit’ at the end of the folder row.
6. Check the ‘Active’ checkbox.
7. Click ‘Save’.
8. Review the folder details in the Folder Review overlay.
9. Click ‘Continue’.

Folders can be edited by Admins in General Settings. Folder edits will be reflected on both the Internal Application and in the Investor Portal.

Steps

1. As an Admin, click the Settings Gear.
2. In the dropdown menu, click ‘General Settings’.
3. In the navigation menu, click ‘Manage Folders’. 
4. Scroll to find the folder in need of edits.
5. Click ‘Edit’ at the end of the folder row.
6. Made the necessary edits.
7. Click ‘Save’.
8. Review the folder details in the Folder Review overlay.
9. Click ‘Continue’.

The folders in the Communication Grid can be customized by Admins in General Settings. When a new folder is created, by default, Contacts will not have access to the folder.

Steps

1. As an Admin, click the Settings Gear.
2. In the dropdown menu, click ‘General Settings’.
3. In the navigation menu, click ‘Manage Folders’. 
4. In the top right corner, click ‘Add Folder’.
5. Enter a name for the Folder.
6. Select the folder type: Investing Entity/Investor.
7. Click ‘Save’.
8. Review the folder details in the Folder Review overlay.
9. Click ‘Continue’.

The logo that is displayed on the login pages, Investor Portal, and Internal Application can be updated by an Admin in General Settings.

Steps

1. As an Admin, click the Settings Gear.
2. In the dropdown menu, click ‘General Settings’.
3. In the navigation menu, click ‘Upload Logo’. 
4. Drag and drop the logo into the Upload Box or click ‘Select Files’ to select an image from your computer.
5. A confirmation overlay will appear.
6. Refresh the page and the new logo will be displayed.

By default, Multi-Factor Authentication codes are sent to users’ emails. If allowed by the client, a user can have his or her MFA codes sent via SMS instead.

Steps

1. Click the Settings Gear.
2. In the dropdown menu, click ‘Multi-Factor Authentication’.
3. Select SMS.
4. Click ‘Set Phone Number’.
5. Enter your preferred mobile phone number to receive Multi-Factor Authentication SMS messages.
6. Click ‘Set’.

Multi-Factor Authentication (MFA) can be configured by an Admin in General Settings. By enabling Multi-Factor Authentication, all users will be required to authenticate their identity using SMS or email.

To Turn on MFA

1. As an Admin, click the Settings Gear.
2. In the dropdown menu, click ‘General Settings’.
3. In the navigation menu, click ‘Multi-Factor Authentication’. 
4. Click ‘Enable Multi-Factor Authentication’.
5. By default, both SMS and Email will be checked. Unchecking one of the boxes will force users to receive the code either by email or SMS.

To Turn off MFA

1. As an Admin, click the Settings Gear.
2. In the dropdown menu, click ‘General Settings’.
3. In the navigation menu, click ‘Multi-Factor Authentication’. 
4. Click ‘Disable Multi-Factor Authentication’.

Users can easily navigate between client portals using the Global Dashboard, a page that displays all clients that a user has access to. 

Steps

1. Click the Settings Gear.
2. Click ‘Change Client’.
3. Enter the appropriate login credentials.
4. Click ‘Log In’.
5. All Clients that the user has access to will be displayed.

Click a tile to access a specific Client’s portal. MFA may be prompted.

Folders within GP Portal control document access. A folder must be selected when publishing document packages. Portal admin can edit CRM records‘ folder access at any time.

A list of all active folders can be found in Settings.

Steps

1. Click the Settings gear at the top right.
2. Click “General Settings.”
3. Click “Manage Folders” in the left navigation menu.

From this page, you can create a new folder, edit an existing folder, or deactivate a folder.

Internal Users can be deactivated by Admins. When a user is deactivated, he or she will not be able to log in to the site and will not receive any email notifications. If a user needs to be reactivated, an Admin can do so.

To Deactivate a User

1. As an Admin, click the Settings Gear.
2. In the dropdown menu, click Manage Users & Groups.
3. Click Internal Users.
4. Scroll to find the user that needs to be deactivated.
5. Click the red ‘Deactivate’ button. 
6. A confirmation overlay will appear, click ‘Confirm’.
7. The user’s row will be greyed out and their red ‘Deactivate’ button will turn green and say ‘Reactivate’.

To Reactivate a User

1. As an Admin, click the Settings Gear.
2. In the dropdown menu, click Manage Users & Groups.
3. Click Internal Users.
4. Scroll to find the user that needs to be reactivated.
5. Click the green ‘Reactivate’ button.
6. The user’s row will be restored to full color and the user will be able to login again and receive email notifications.