Set up platform emails (Email Settings, Administrator Lists, Platform Activities)

You can set your Admin, Accounting, and Support distribution lists, by adding comma-delimited lists of email addresses to your Email Settings.  These lists will determine which team members will receive emails when certain activities occur in the platform.

To do so: 

1. Select Platform from the left menu
2. Click Email
3. Choose the Settings tab
4. You will see your From Email
   • This is the email address from which all generic platform communication will be sent, such as:
     • Document signature requests
     • Transaction emails
     • Forgot password emails
       
5. You can update the following fields:
   • Admin Email Addresses: You can add a list of your admin emails, to receive: 
     • Transaction emails
     • Account requests/approvals
     • Contact Us forms submitted by investors within available offers
       
   • Support Email Addresses: Your list of support emails will receive:
     • Contact Us forms submitted by investors, using the question mark icon in the right corner
       
   • Accounting Email Addresses: Your list of accounting emails will receive:
     • Payment confirmation (sent and received)
       
   • Archive Email Address: This email address will get BCC'd on all platform emails
     • This may be helpful for compliance purposes, as you can provide your auditors with all of your communication to investors in one place
       
6. Click Update Settings

Previous training: Customize investor forms

Next training: Set up email activity notifications/alerts for platform administrators