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How do I add a user in Fundriver?

Step by step instructions for adding a new user in Fundriver application, as well as configuring new user roles.

1. Go to Support/Settings in the blue bar

Go to Support/Settings in the blue bar

2. Click on Users

Click on Users

3. Click on Add > Fill out form, including creation of password.

Click on Add > Fill out form, including creation of password.

4. Select USER TYPE.

Select USER TYPE.

Client Administrator:  Can add/edit information in Fundriver, run reports and set up and modify user information.

Client User:  Can add/edit information in Fundriver and run reports.

Report Only:  Can only run reports in Fundriver.  They do not have view or edit access for any other tabs.

Read Only Access: Can view tabs and reports in Fundriver but cannot make any edits to information.

5. Click the box that requires users to change their password.

Click the box that requires users to change their password.

6. Click SAVE.

Click SAVE.

7. Provide the temporary password and the login address (go.fundriver.com) to the user (no automatic email will be sent).

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