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.

1. Navigate to the Funds page:

   • In the Navigator Bar, select Funds.
     -or-
   • In the Funds Card, select Go to Funds.
     
2. Select the fund following the instructions in this article, How to search for a fund.
3. From the fund details page, click the Permissions tab.
4. Click the checkbox for those who will need access to the fund:
5. 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 September 23, 2025 17:20