PSFS Administration - Manage Staff: How to assign fund permissions to my staff

How to assign fund permissions to my staff

To assign fund permissions, you must have organization administrator privileges assigned to your login credentials.

Sections in this article 

Granting or Removing a Specific Staff Member's Permissions for a Fund

Granting or Removing Access Permissions to a Fund

 

Granting or Removing a Specific Staff Member's Permissions for a Fund

Use the following procedure to grant individual staff members access to your organization's funds.

  1. If you manage several organizations, select the desired organization from the Organization list
  2. Click Offering → Funds.
  3. Click Fund Permissions.
  4. At the top of the window, select the Manage by Member link.

    The staff members who have login rights are listed in the Members list on the left, as shown in the following:
  1. From the Members list, select the member for whom you want to assign permissions.

    The information reloads. In the Funds list, the funds that the selected member currently has permission to view are checked.
  1. Do the following:
    • In the Funds list, check the funds you want to grant access to.
    • In the Funds list, uncheck the funds you want to prevent access to.
  1. Click Save. If you are finished, click Close.

 

Granting or Removing Access Permissions to a Fund

When you add a new fund, you can use this procedure to grant one or more staff members access to the fund.

  1. If you manage several organizations, select the desired organization from the Organization list
  2. Click Offering → Funds.
  3. Click Fund Permissions
  4. At the top of the window, select the Manage by Fund link.

    The funds of your organization are listed on the left side of the window, as shown in the following:
  1. From the Funds list, select the fund you want to grant permission to access. The information reloads. In the Members list, the names of staff who currently have permission to access the fund are checked.
  1. In the Members list, do the following:
    • Select the names of staff you want to allow access to the selected fund.
    • Deselect the names of staff you want to prevent from accessing the fund.
  1. Click Save. If you are finished, click Close.

 


Related Articles

How to assign access rights and permissions to a staff member

How to add a new fund

 

 

Top

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.