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Role Manager Overview

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 PRO 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.

There are two options for creating a new role--creating from scratch or copying an existing role.  Existing roles will be shown in the drop down menu.  Select an existing role to see the functionality assigned to that role.

There are two options for creating a new role--creating from scratch or copying an existing role.  Existing roles will be shown in the drop down menu.  Select an existing role to see the functionality assigned to that role.

Descriptions of existing roles can be found at this link:  https://fundriver.zendesk.com/hc/en-us/articles/205538515-How-do-I-add-a-user-in-Fundriver-

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.

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.

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.

Now, when the new role is selected, the administrator is able to EDIT, DELETE, or ADD ITEM to the role.

Clicking the ADD ITEM button will provide a list of functions by their location in Fundriver.  Choose the functionality to add to the role.

Clicking the ADD ITEM button will provide a list of functions by their location in Fundriver.  Choose the functionality to add to the role.

When a menu item is selected, a box will pop up.  Checking the READ ONLY box will make the item visible but not editable.  Click SAVE to commit the item to the new role.

When a menu item is selected, a box will pop up.  Checking the READ ONLY box will make the item visible but not editable.  Click SAVE to commit the item to the new role.

The new functionality should now appear in the MENU ITEM column.

The new functionality should now appear in the MENU ITEM column.

Repeat the process above until all functionality for the new role has been added.  The next step will be to assign users to the new 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.

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.

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.

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 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.

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 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 a specific function from the drop down list.

Choose whether the access is edit (default) or read only (check box).  SAVE the item.

Choose whether the access is edit (default) or read only (check box).  SAVE the item.

Once saved, you will be returned to the menu item list for the new role.  Continue adding functionality until the role is fully customized.

Once saved, you will be returned to the menu item list for the new role.  Continue adding functionality until the role is fully customized.

Assign roles to users in the same way as outlined above.

Contact SUPPORT if you'd like a personalized walk through of the Role Manager functionality, have additional questions, or if you are interested in adding Role Manager to your Fundriver subscription.

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