Details
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.
Instructions
| From the Main Toolbar navigate to Connect. |
|
| Select Superstream Dashboard. |
|
Select the All Funds tab, and click the checkbox beside the registered fund(s)
Then select Email Notification > Fund Notification.
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. | |
| Notification Type |
Toggle |
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. |
|
| Select Contacts. |
|
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.