Fundriver Pro clients have always had access to the Department Module as a part of their subscription, but now Basic and Plus subscribers can implement the tool as well!
The Department Module was developed to give organization administrators read-only access to specific funds, usually related to their departments. Each institution can set up Department Module access for any individual they want (such as donors, advancement office staff, department heads, etc.).
The below article is a walk through of the Department Module and its primary features. Contact your Support representative to schedule a demo today!
Single Sign On Clients: Please note, the User Name for Department Users needs to be the same as the User Name for the Single Sign On setup. Please contact email@example.com for further clarification.
The Client Administrator(s) controls who has access to information in Fundriver. The Department Module access is READ ONLY.
Setting up users is easy! The program can auto generate a password and email the user on your behalf.
The Client Administrator can allow view only access to all funds or...
Choose certain access levels by Department...
If you have renamed some of these grouping fields within the Fundriver application, your custom field name will be what displays in each tab.
Or by individual fund.
Additional settings options are available on the ACCESS SETTINGS tab. The Client Administrator can force strong passwords, require frequent password changes, and the contact information for whom the Department Users should reach out to (if there are any issues or questions).
Client Administrators can also create a user-specific login screen message and allow the user to subscribe to reports.
"Subscribe to Reports" pushes out automatic emails to department users and links them to the report in Fundriver. If a period is re-opened and posted, the department user will be notified of changes.
In the DOCUMENT VISIBILITY section, the types of documents listed will be based on the categories your organization has set up on the Fund Profile.
On the REPORTS tab, you can select the Fundriver reports you would like the Department user to see.
On the ACCESS SETTINGS tab, there is a box that can be checked if you'd like the Department User to be able to subscribe to certain reports.
On the DEPARTMENT USERS tab, you can view the reports to which a Department User is subscribed.
Once the Department User has been set up, they are able to log in to the Department site. The Department Site can be customized with an institution's logo. The following screens will show what their access will look like.
This screen can be customized with your organization's logo, if desired.
Once logged in, the Department User will see four tabs: SUMMARY, REPORTS, CHANGE PASSWORD, and LOGOUT. If the user has been granted report subscription access, they will see two additional tabs: MANAGE SUBSCRIPTIONS and SUBSCRIBED REPORTS. The FUND SUMMARY screen will allow them to see basic market value of a specific fund, as well as Fund Profile information.
The only funds listed in the drop down will be ones assigned to the user during the set up process.