Settings#
The Settings Category: Settings category contains configuration options for your community organization.
Features: Settings#
The Settings Category: Settings category allows you to:
Settings Sections#
The following sections are available in the Settings Category: Settings category:
Community Profile#
View and edit your organization’s profile information including contact details and address.
Staff Management#
Manage staff accounts, add new staff members, and configure permissions.
Receive Notifications#
Configure email notification preferences for your account.
Demographic Questions#
Configure the demographic data collection questions presented to investors.
Renew Demographic Questions#
Configure questions presented during the demographic renewal process.
Median Family Income (MFI)#
Configure income thresholds for determining investor eligibility.