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

How to manage fund permissions for a staff record

Note: The Organization Admin is the person who can give fund permissions.

  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. Mark any you want to add.
    Clear_all_permissions_for_one_user_or_unmark_individual_funds.png

  5. Save the changes.
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