IO Funds - Permissions: How to manage fund permissions by member

How to remove fund permissions from a staff record

  1. Navigate to the Funds page:

    • In the Navigator Bar, select Funds.
      -or-
    • In the Funds Card, select Go to Funds.
      Funds_Screen_Nav.png
  2. Click the Manage Permissions by Member button at the top-right. A screen listing all staff and funds will display.
    Manage_Permissions_by_Member_Button_Popup_laid_on_funds_page.png

  3. Select the staff member you want to update. All of the funds to which this staff has permission will be marked.
    Staff_funds_permissions.png
  4. Unmark the individual fund you want to remove for this staff or click the Clear All button to remove all fund permissions at once.
    Clear_all_permissions_for_one_user_or_unmark_individual_funds.png

  5. Save the changes.
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