How to manage fund permissions by fund
If you have just completed adding your fund and still have the fund details page open, skip down to this instruction. Note: In order to grant Fund Permissions, you must have Admin privileges.
-
Navigate to the Funds page:
- In the Navigator Bar, select Funds.
-or- - In the Funds Card, select Go to Funds.
- In the Navigator Bar, select Funds.
- If you are not on the fund details page, first, you must search for and select the fund.
Permissions
- From the fund details page, click the Permissions tab.
- Click the checkbox for those who will need access to the fund:
- Once the checkbox is checked (or unchecked), the record saves automatically. There is no save icon on the Permissions tab.
To learn how to hide or remove a fund, see How to delete or hide a fund.
Updated