Tracking changes in GP dashboard columns

1. Purpose

Enable automatic email notifications so Fund Managers can receive real-time updates when a dashboard column changes

2. Key Benefits & Features

• Real-time alerts for important events
• Supports multiple recipients
• No technical setup or credentials required

3. Target Personas

• Likely valuable for all FundSub customers, especially since it’s free and requires no technical setup
• Particularly useful when customers want to closely monitor high-priority investors

4. Prerequisites

4.1 Third party app requirements

• None

4.2 Anduin app requirements

The user must either:

• Have admin access to the intended funds, or
• Know a team member with admin access who can grant the necessary permissions during setup

5. Pre-Setup Checklist

6. Step-By-Step Setup Guide

6.1 Grant access to the Integration Hub

• Customers need to contact their Implementation manager to ensure they have access to the Integration Hub

6.2 Locate the solution

• In the Browse tab of the Integration Hub, the customer can locate the Email (Dashboard Column Alert) solution

6.3 Install the solution

• Step 1: Click Install to begin setup

• Step 2: Name the Integration

  • Recommend a clear name (e.g., “Email integration by [User Name]” or include the fund name)
  • Click Next: Link to Anduin objects

• Step 3: Grant integration permission to customer’s intended objects (funds)

  • Step 3.1: A list of accessible Anduin objects (e.g., Funds) will appear
  • Step 3.2: Click Open next to the relevant fund
  
  • Step 3.3: In the permission module, find the integration name and click Add
  
  • Step 3.4: Return to the Integration Hub - the fund should now show a “Linked” tag
  

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If the target fund is not listed, there are 2 options

1. Customer needs to be added with admin role for that fund, then return to the step 3.2. Customer should be able to see the target fund there
2. Customer requests their team member who has admin role in that fund to perform step 3.3 using Settings > Integrations in the FundSub app and they can continue with step 3.4

6.4 Configure the solution

• The customer may rename the integration or proceed as-is

• A brief description of the integration is provided

• Define trigger and columns to be included in the email
  • Trigger column: The column whose value change will trigger the notification. Make sure to enter the column name exactly as it appears in the GP dashboard (case sensitive).
  • Trigger value: The specific value that the trigger column must match for the notification to be sent.
  • Additional columns: Select any extra FundSub dashboard columns you want to include in the email content.
  • Entity prefix: Used to construct the URL included in the email, allowing recipients to navigate directly to the relevant subscription. Please follow the instructions carefully to ensure the correct value is entered.

• Final step:

  • Customize the email title and body: Define how the email subject line and content should appear.
  • Reference link: Choose the behavior of the URL included in the email. Select “Dashboard view” for a general overview or “Subscription view” for detailed subscription information.
  • Email recipients: Specify who should receive the notification email.
  
  

6.5 Validate the solution

To test the configuration, turn the trigger column to the configured trigger value and a notification should be sent to the designated recipients.