PSFS Offering - Funds: How to edit a fund's details

How to edit a fund's details

To edit a fund, you must be an organization administrator with "View" plus "Add/Edit" access rights assigned to your login credentials

  1. If you manage several organizations, select the desired organization.
  2. In the Offering Module, click Funds.
  3. Click  to the left of the fund that you want to edit. 
  4. To edit the information, click Edit at the bottom of the screen.
  5. Change the details of the fund as necessary.
     
  6. Click Save to save the changes.
  7. Click Close to exit. 

 


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