Scenario
Some users need access to both the internal admin portal and the external investor portal. Since the system requires each account to have a unique email ID, you can use a “+” tag to create separate login IDs while keeping all messages in a single inbox.
For example: If a user requires both administrative and investor portal access but only has one email address, adding a “+” tag allows the creation of distinct accounts without requiring multiple mailboxes.
Step-by-Step Instructions
- Choose your tags
Pick simple, memorable tags such as+adminand+investor. - Set up the internal admin account
- Go to the internal user management system (admin roles only).
- Create or edit a user record with an email like:
your.name+admin@yourdomain.com.
- Set up the external investor account
- Manually add a new record or populate the CRM import template.
- Use an email like:
your.name+investor@yourdomain.com.
- Login process
- A welcome email and password reset will be sent to each tagged email — both arrive in your one inbox.
- Always sign in using the exact email registered for that portal.
Optional Tips & Best Practices
Inbox organization: Create email rules or filters
| Condition | Action |
|---|---|
If “To” contains +admin | Move to “Platform/Admin” |
If “To” contains +investor | Move to “Platform/Investor” |
- Formatting tips: Use lowercase, no spaces, and stick to letters, numbers, hyphens, or underscores in tags.
- Provider support: Most major email providers support plus addressing, but some organizations may restrict it. If blocked, ask IT to enable it or create named aliases.
- Security: Tags are visible in your email address; avoid including sensitive information.
Copy-Ready Examples
- Admin login:
firstname.lastname+admin@yourdomain.com - Investor login:
firstname.lastname+investor@yourdomain.com
FAQ
Q: Will I get the emails?
A: Yes, all tagged versions deliver to your normal inbox.
Q: Are these the same account?
A: No, each tagged email is treated as a separate account.
Q: Can I choose different tags?
A: Yes, use any tag your organization prefers (e.g., +admin-qa, +investor-prod).
Q: What if my email system doesn’t allow “+”?
A: Ask IT to enable it or create two aliases (e.g., name.admin@... and name.investor@...).