Sending an Investor a Password Reset Email

This article explains how to send a password reset email to an investor.

Updated over a week ago

You can send a password reset email to investors from your Manager Dashboard.

To send a password reset email complete the following:

  1. Go to the Contacts section in your Dashboard

  2. Select the desired contact

  3. Click on Reset Password

  4. Confirm that you want to send a password reset email

  5. Ask the investor/contact to check their inbox for an email with the subject "Reset your password"

    Investors will then receive an email similar to the one shown below:

When investors click "reset your password" they will be routed to another webpage where they'll be asked to create a new to create a password between 8 and 20 characters, containing at least one number or special character.

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