Welcome Department Module Client Administrator! This guide will help you navigate the setup of your Department Module. All set-up functionality can be found under the Support/Setting Department Users section in your main Fundriver application.
If you are just beginning the setup of your Department Module, it may be helpful for you to review these short articles from our Knowledge Base:
Fundriver offers customization and branding of our new Department Module (released early 2019).
Fundriver has created a Department User Guide to assist new Department Users through navigating the site. Being able to see what they see may assist in your setup.
Fundriver provides three options for the Fund Summary page on the new Department site.
Fundriver has an option for a mass upload of new Department Users.
1. ADDING USERS
Once you have reviewed the above articles, you are ready to begin. If you choose to upload Department User in mass, follow the link above to download the excel file and follow those instructions. Send the file to Fundriver Support for upload once completed.
Once the initial upload is done, clients add or adjust users manually. To add a new Department User, select the green Add button. Fill in the required fields.
Note: If you are a Single Sign On client with Fundriver, the User Name must be your Department Users Single Sign On login as well.
If the Department User is to have access to all funds at your organization, select the “Allow Access to All Funds” check box. If not, you will complete the access settings at the bottom of the screen by Department, Campus, Secondary Category, or Additional Funds.
Fundriver will also send an automated welcome email with instructions and the website link to login for new department users should you choose to check this option when setting up a new user. The website link to login to your organization’s department site can also be found on either the Department Users screen or the Access Settings screen. Click Save.
If the client checks the box to have a welcome email sent, the Department User has 24 hours to access the link. If the Department User doesn’t access the link within the 24 hour time frame, the Client Administrator will have to go to the Set Password tab to manually set a password and provide that password to the new Department User.
After saving the new Users information, you are then able to assign the users to funds they should have access to view. If assigning a new user by Department, just select the appropriate departments they should have access to and use the arrow to move to the right. You can assign more than one Department to a User.
Follow these same steps if assigning a user based on Campus or Secondary Category. Select Update once completed.
If assigning Department Users based on GLIDs and not by a category, select the Additional Funds tab. You can either search by GLID number or GLID Fund Name for the fund you would like to assign to a user. You can assign multiple GLIDs to a Department User.
Select the GLID you would like added and select the green Add button. Then select Update once completed.
To edit a user’s access or to disable the user, select the User in the dropdown, make your adjustments, then select Update.
2. PASSWORD MAINTENANCE
For Non-Single Sign On clients, you will be responsible for the Department Users password maintenance should they lock themselves out accidentally or forget their password. You can do this by accessing the Set Password tab at the top of the screen.
3. ACCESS SETTINGS
Under the Access Settings tab you will have some options available for customizing your Department User Site.
Password Settings: You can adjust the password settings for your Department Users to force them to use a strong password or determine how often they should change their password. Select Save once.
Department Site Settings: You can control and customize certain features on the Department Users site.
If you would like to use your own organization’s email (recommended so the automated emails do not appear as SPAM), let Fundriver Support know what you would like as the email address. We will have to update that on our end.
Note: Your IT department will have to make a modification to the spf record: (include:spf.fundriver.com) to ensure the emails are not treated as SPAM. If your client’s IT department has questions, please contact your Fundriver Support Team Member.
You will need to determine who the main point of contact will be at your organization for your Department Users, should they forget their password or have questions on any of the funds that are assigned to them. Please make sure to enter that contact information in the two highlighted boxes.
You can put a message on the Department Users site Home Page for them to read notices or updates.
You can allow your Department Users to subscribe to reports. For more information on how this works, see this article in our Knowledge Base:
Under Document Visibility, if you have uploaded documents to individual GLIDs in Fundriver, you can decide whether you want those documents to be available to the Department Users to view or not. If you select the box to “Show Uploaded Documents in Fund Profile, “ you can also limit what types of documents they can view.
The Document Types come from what was set up under the Organize/Document Categories section in Fundriver.
Access Audit: You have the ability to generate reports based on the Department Users that were added and how often they are accessing the Department Module.
Fund Administrator Maintenance: If the client wants to assign users based on Department, the Administrator field must be the same as Department. If these are not identical, no funds will show up for the users assigned by Departments.
(Notes: This only applies if you are assigning Department Users based on Department, not by Campus, Secondary Category, or by individual GLIDs.)
When initially setting up the Department Users and the Department Site settings, you will want to Reset All Funds Administrator with Current Department. Some clients may have GLIDs that may have more than one Fund Administrators. If so, you will manually have to update those GLIDs individually under Organize/Funds on the Fund Profile screen.
If you have already made manual updates to the Fund Administrator for certain GLIDs to assign multiple Administrators, you will not want to “Reset All Funds Administrator with Current Department” again or your manual changes will be cleared out and reset to a 1 for 1 relationship. If you have added new GLIDs and wants to set the Fund Administrator if it wasn’t done when creating the new GLIDs on the Fund Profile screen, you can use the “Set All Funds missing Administrator with Current Department” option.
You can also generate a report at any time to see each GLID, the Department and Administrator assigned to each.
On the Reports tab you can select the reports you would like your Department Users to be able to view or subscribe to. The reports you select as available to view are for your entire Department Site (not on a user by user basis). You can also select and limit specific report dates, should you choose, that your Department Users can have access to. If the dates are left blank, the Department User will be able to generate reports for all available dates.
Example: If you only want your Department Users to generate reports based on your current fiscal year, you would select the Starting Period as your first period of the fiscal year and leave the Ending Period blank. Each fiscal year you must update the Starting Period on this screen to update the dates for the Department Users reports
Please reach out to email@example.com if you have any questions!