When registered for SuperStream via Simple Fund 360, all transactional information will be received by the Email Recipients upon the initial set-up.
If not set up, email notifications will not be received by any user/contact.
This article details how to add/update recipients of SuperStream email notifications, and how to edit the type of notifications sent.
|From the Main Toolbar navigate to Connect.
|Select Superstream Dashboard.
Select the All Funds tab, and click the checkbox beside the registered fund(s)
The Update Notification screen will appear.
|+ Add New Email Recipient
Add up to 5 email recipients.
Select from Accountant, Account Manager, Administrator, SMSF Trustee, Lawyer or Financial Planner. These contacts feed from the Fund Relationships Screen.
Selecting Other will enable you to add a contact from the Contacts screen instead.
|Select a Contact
Prefilled based on the Relationship selected.
Where the 'Other' relationship is selected, choose a contact stored in Global Contacts instead.
|Prefilled based on the contact selected. The email is editable, and once changes are made to the email, it will be automatically updated for the contact in the Contacts Screen.
Toggle to choose the type of notifications to be sent to the recipients. Choose whether to subscribe to Contribution and/or Rollover and Release authority notifications.
Important: Once changes have been made, select Save to ensure that the email is updated properly
How to Edit Contact Information?
|From the Main Toolbar, go to Settings.
Locate the contact using the search bar.
Select the contact to begin editing their basic details such as name and email address.
Select Save Changes.