Page Comparison

5.17.2023

Kickoff Meeting!

Dustin McKee

Custodian User- Welcome Email- Waiting on content of this email from Pam

When is email sent?

Create a user, email is not sent to new user until user is “Activated”

Welcome email for everyone.

why is “QPD Securities” and “QPD Transaction History” included on this page?

Those tabs may be viewed after the Custodian clicks on one of the Associated QPD links and is acting as the QPD.

6.6.2023

Outstanding questions for SAFE

Welcome email wording

Question for Treasury. If we move a status from ‘Active’ to ‘Active-QPD Agent’ does the user need to receive an email showing they are now an agent of a QPD and can log in as the QPD?

6.27.2023

• Project Health:

  Status
  colour Green title GOOD

• Demo Transaction tracker as an Admin, QPD and Custodian

• Forecast from Dustin on next steps in project.

• Outstanding questions

Admin - Custodian, QPD Association | TSP- 669

The existing ‘Custodian’ tab has a subtab ‘QPD’ where QPDs are associated with the Custodian. This table includes a status for each QPD of ‘Active’ and ‘Inactive’.

A new QPD status of ‘Active – QPD Agent’ will be added. If ‘Active – QPD Agent’ is chosen, any users associated with the Custodian will have access to the QPD.

If we move a status from ‘Active’ to ‘Active-QPD Agent’ does the user need to receive an email showing they are now an agent of a QPD and can log in as the QPD?

Authorized signature form- from treasury: “Process: User form is emailed to SAFE, who then sets up users.  This email is sent when user is made active”