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

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3. Click on the green "Add." Fill out form, including creation of password.


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4. Select User Type.


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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.


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6. Click Save.


7. An automatic email will be sent to the new user when you click the "save" button. This will notify them that a user has been set up for them. You will need to provide them the temporary password that you created and the login address (go.fundriver.com).