How to update a staff member's fund permissions for more than one fund at a time
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To grant permission, you must go to the Funds page:
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Select Funds from the Navigator Bar
-or- - Select the Go to Funds page link listed on the Funds Card.
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Select Funds from the Navigator Bar
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In the upper right of the DM Funds page, click the Manage Permissions By Member action button.
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On the Manage Permission by Member pop-up screen:
- Select the Member
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Select All funds -or- manually individually select all funds this member should have access to.
- Using the same Manage Permissions by Member screen, you may also select the Member and then Clear All (funds) to remove all the permissions.
- 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.