Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

If you have finished adding your fund and still have the fund details page open, you can just go ahead and skip down to this instruction.

Note: To grant Fund Permissions, you must have Admin privileges.

1. Navigate to the Funds page:

   • In the Navigator Bar, select Funds.
     
     
2. If you are not on the fund details page, first, you must search for and select the 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. The record saves automatically Once the checkbox is checked (or unchecked). There is no save icon on the Permissions tab.
   
   

To learn how to hide or remove a fund, you can see How to delete or hide a fund.

Updated April 30, 2025 16:15