For organizations that utilize a Single Sign On to log in to Fundriver, the process for creating new users is slightly different. The Single Sign On password will carry through from the organization's sign on process so an additional Fundriver password does not need to be configured. Please see instructions below for setting up new users that use a Single Sign On and use an email address as a USER NAME.
From anywhere in the Fundriver interface, click on the SUPPORT/SETTINGS tab.
Click on USERS.
Fill out the PHONE field.
There will be no password set up option for SSO clients.
Select the USER TYPE.
User Types are defined in the Knowledge Base in this article: https://fundriver.zendesk.com/hc/en-us/articles/205538515-How-do-I-add-a-user-in-Fundriver-