Step by step instructions for adding a new user in Fundriver application, as well as configuring new user roles.
4. 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.