Setting Permissions for a Fund

Permissions are set per page:

• No Access

• View

• Edit

• Approve

All pages are set to View by default.

To make changes:

1. If the Permissions screen is not already displayed, go to the User Access List for the fund.

2. Select the entry for the user whose permissions need to change.

1. Select the preferred access for each page.

Use the Clone Permissions from Existing User link to quickly apply the same set of permissions held by an existing user.

1. Click Save.