Emails sent by the system

BECCO Trust keeps everyone informed by email. This page lists what is sent, to whom, and when.

Emails to parties are also recorded on the client’s Audit trail, and invitation texts can always be edited and previewed before sending.

Emails to clients and parties

Email	When it is sent	What it contains
Onboarding invitation	You create a client with initiator Invite client to fill form (Step 1), or you invite a shareholder, director, stakeholder or additional point of contact (Step 3).	An explanation of the onboarding portal, a Fill in your form button and a security code. The text is adapted to the recipient’s role and, for shareholders, to the size of their interest.
Security code (re-send)	The party requests their code again from the protected form or portal.	The access code for their form or portal.
Client portal invitation	A party signs their form (the portal account is created automatically), or you invite a party for the portal by hand.	A personal portal link and access code.
Portal permissions changed	You change a party’s portal permissions.	Which permissions were added or revoked.

A party is never invited twice by accident: an invitation is only sent if they haven’t received one yet. You can re-send or forward invitations at any time from the Contact client tab.

Emails to your team

Email	Who receives it	When
Form signed	The assigned team member	A party signs and locks their onboarding form.
Party fully verified	The account managers, the assigned team member and compliance	A party reaches Compliance agrees.
Client assigned to you	The newly assigned team member	A client’s assigned team member is changed.
Message from the client	The creator of the client (or all team members if there is none)	A party sends a message from the portal message center, including a request for update permission.
Unread chat message / @mention	The message’s recipient	You haven’t read a chat message within a few minutes.

Compliance emails go to the global compliance email address of your platform when one is set in the platform settings; otherwise they go to every team member with the compliance role.

What does not generate an email

Not everything that needs attention is announced by email. There is no notification when:

• a Stracket monitoring check finds a new hit on the client company after onboarding (Stracket itself can email you about this, see email alerts for hits);
• a client reaches Pending compliance and is waiting for a compliance judgement;
• a client reaches Compliance agrees and is waiting for management approval;
• a party changes their information in the client portal (only their messages are announced).

Cover these with a fixed routine: filter the client list on Pending compliance and Compliance agrees, check the alert marker on the Stracket reports button, and agree within your team who watches them.

Who receives “assigned” emails?

If the client has an assigned team member, that person is emailed. When nobody is assigned, some notifications are not sent at all and others go to every team member on the platform. It is therefore advisable to always keep a client assigned.

Account emails

• Password recovery: sent when you use Forgot password? on the sign-in screen.
• Verification code / device verification: the two-step verification code sent during sign-in, and the confirmation link for a new device. See Signing in.