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Getting access to the Portal

Initial Setup

When a user is initially set up on the Portal they will be sent an email containing a link that leads to a login page.

The subject of the email is Portal Access Notification.

The email contains:

  • The user's login name (email address)
  • A temporary password
  • A link to the Portal

When the user clicks on the link they are taken to the Portal and prompted to set a new password.

Changes to user access

If a user is subsequently given access to other Investors or if any access is removed they will receive further email(s) detailing the new access.

If a user has forgotten their password they can click a Forgot Password? Reset link (1) that will allow the user to enter their email address (2) which will send an email containing an email allowing them to set a new password.