All Fundriver clients can control read and edit access for their database to some extent by assigning User Types in a user's setup profile (Support/Settings > Users). However, some institutions may need to apply more nuanced security to their user roles. The Role Manager feature in Fundriver, which comes standard with a Fundriver Solution subscription, allows Client Administrators to create customized user roles that are built around the specific needs of the user.
These customized roles allow unlimited combinations of read, edit and report only access based on specific Fundriver functionality, and can all be completely controlled by anyone in the institution's Client Administrator role. See the article below for additional information on how Role Manager works in Fundriver.
Please note: Per Release Notes dated November 2016, Fundriver has added buttons Edit and Delete. Client Administrators will be able to Edit Role Names and Delete Roles that they have created (Note: limited to Client Administrators and Clients that have the Add on Module and/or Pro Clients.)
Once Role Manager functionality has been activated, Client Administrators can access and modify roles through SUPPORT/SETTINGS USERS.
Click on the ROLE MANAGER tab to create new roles and manage existing ones.
Once a role is selected, you can view the tasks and access associated with each. To build on an existing role, click COPY TO NEW.
The program will prompt for a new ROLE NAME. Once saved, you can edit the role.
Now, when the new role is selected, the administrator is able to EDIT, DELETE, or ADD ITEM to the role.
On the SUPPORT/SETTINGS USERS tab, the new user role will appear in the USER TYPE drop down. Any Fundriver user can be assigned the role.
When the assigned user logs in to Fundriver, they will only see the sections to which they have been given access. In this case, the user is set up for Report Only access with the addition of User-Defined Reports.
The view below shows the addition of the User-Defined Reports functionality to the REPORT ONLY user role.
A new role can also be created from scratch. To start the process, click on NEW ROLE from the ROLE MANAGER tab.
A prompt will appear to create a new ROLE NAME. Once entered, click SAVE.
Choose the newly-named role from the drop down and click ADD ITEM to build out the role.
Choose a specific function from the drop down list.
Choose whether the access is edit (default) or read only (check box). SAVE the item.