Granting Access to a Fund

To give a team member access to a fund:

1. In the Funds list, click the fund name.

2. Click User Access List in the side panel.

1. Click Assign User.

1. Enter the name or email of the user.

2. Select the matching record from the dropdown.

3. Click Confirm.

1. Edit permissions as needed.

All pages are set to View by default for Standard users.

1. Click Save Permissions.