How to update a staff member's fund permissions for more than one fund at a time

1. To grant permission, you must go to the Funds page: 
   • Select Funds from the Navigator Bar 
      -or-
   • Select the Go to Funds page link listed on the Funds Card.
     
2. In the upper right of the DM Funds page, click the Manage Permissions By Member action button. 
   
   
3. On the Manage Permission by Member pop-up screen:
   • Select the Member
   • Select All funds -or- manually individually select all funds this member should have access to.
     
     

1.  
2. Using the same Manage Permissions by Member screen, you may also select the Member and then Clear All (funds) to remove all the permissions.
3. Use the outside scroll bar to scroll down to the bottom of the screen if necessary. At the bottom of the screen, click the Save button to complete the update.
   
   

Top

April 17, 2023 17:15