For organizations that utilize a Single Sign On to log in to Fundriver, the process for creating new users is slightly different. The Single Sign On password will carry through from the organization's sign on process so an additional Fundriver password does not need to be configured. Please see instructions below for setting up new users that use a Single Sign On and use an email address as a USER NAME
From anywhere in the Fundriver interface, click on the SUPPORT/SETTINGS tab.
Click on USERS.
Click the green ADD
button and fill out the NAME
and EMAIL ADDRESS
Fill out the PHONE
There will be no password set up option for SSO clients.
Select the 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.
Click the SAVE
button to register the changes.