Overview
The Access Control system enables platform administrators to manage how investors gain access to their platforms, providing customizable access criteria that align with syndicate requirements.Access Control Panel
Administrators can configure three independent settings:- Open/Closed Access – Determines whether new investors can submit applications to the platform. Additional options only apply when the platform is open.
- Basic/Tier Requirements – Specifies whether investors must meet certain tier qualifications before applying. Admins define which tiers trigger Access Control verification.
- Automatic/Manual Approvals – Determines if investors receive instant acceptance or require administrator review after requesting access.
Welcome Message Customization
Admins can add a rich-text welcome message for investors that displays in:- Welcome emails sent to approved investors
- A modal window upon first visit after approval
Tier Checking for Investors
Investors applying to platforms with tier requirements can:- View the tier requirements directly in the application flow
- Check their current qualification status based on holdings
- Request an immediate eligibility check to reflect recent token acquisitions