Responding to approval requests | FundCentre Fundraising

Applies to: Fund managers (GPs)
 

Only potential investors that have Intralinks access can view a campaign landing page. Investors that have the link but do not have Intralinks access can ask for access. The manager can then decide whether to give access to the investor.

How to respond to approval requests

1. From the Connect menu, select Pending Approvals.
2. Select one or more requests.
3. Click one of the following options:
   • Apply Permission - Use this option to provide investors access to campaigns and funds, and send a welcome email. The investor will then be able to set up an Intralinks account and view the landing page. For more information, see Apply permissions.
   • Reject Request - Use this option to reject the request. The investor will not get an email and will not be able to ask for access again. If you have rejected the investor by mistake, you can reselect the investor and send a welcome email.
   • Delete - Use this option to delete the request without responding. Investors will be able ask for access again.

Apply permissions and send welcome emails

You can assign and update permissions in bulk for all contacts or individually for each contact. 

How to apply bulk permissions for approval requests

1. From the Connect menu, select Pending Approvals.
2. Select one or more requests.
3. Click Apply Permission.
4. At the top of the page, in the gray bar, select the Entity type
   • If you select Campaign as the entity type, you must select a Campaign name.
   • If you select Fund as the entity type, you must select a Campaign name, and Fund name.
5. (Optional.) To remove a contact, click the trash can icon.
6. Select Save to provide permissions and send a welcome email. 

The selections apply to all contacts in the list. You can still change permissions for individual contacts as needed.

How to apply permissions for individual approval requests

1. From the Connect menu, select Pending Approvals.
2. Select one or more requests.
3. Click Apply Permission.
4. For the contact's name in Entity type, select the type of entity.
   • If you select Campaign as the entity type, you must select a Campaign name.
   • If you select Fund as the entity type, you must select a Campaign name, and Fund name.
5. (Optional.) To remove the contact, select the trash can icon.
6. Select Save to provide permission and send a welcome email.