The article below is a walk through of the Department Module and its primary features. Contact your Support representative to schedule a demo today!
Single Sign On Clients: Please note, the User Name for Department Users needs to be the same as the User Name for the Single Sign On setup. Please contact firstname.lastname@example.org for further clarification.
The Client Administrator(s) controls who has access to information in Fundriver. The Department Module access is READ ONLY.
Setting up users is easy! The program can auto generate a password and email the user on your behalf.
The Client Administrator can allow view only access to all funds or...
Choose certain access levels by Department...
Or by individual fund.
Additional settings options are available on the ACCESS SETTINGS tab. The Client Administrator can force strong passwords, require frequent password changes, and the contact information for whom the Department Users should reach out to (if there are any issues or questions).
"Subscribe to Reports" pushes out automatic emails to department users and links them to the report in Fundriver. If a period is re-opened and posted, the department user will be notified of changes.
On the DEPARTMENT USERS tab, you can view the reports to which a Department User is subscribed.
Once the Department User has been set up, they are able to log in to the Department site. The Department Site can be customized with an institution's logo. The following screens will show what their access will look like.
Once logged in, the Department User will see four tabs: SUMMARY, REPORTS, CHANGE PASSWORD, and LOGOUT. If the user has been granted report subscription access, they will see two additional tabs: MANAGE SUBSCRIPTIONS and SUBSCRIBED REPORTS. The FUND SUMMARY screen will allow them to see basic market value of a specific fund, as well as Fund Profile information.
Below is what it will look like to the Department User that has been given rights to a report subscription. The MANAGE SUBSCRIPTIONS and SUBSCRIBED REPORTS tabs will appear. Users not granted subscription access will not see these tabs.
Clicking on the REPORTS tab will show the two report categories available to the Department User: Stewardship and Summary.