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