Fundriver Balance Knowledge Base

Step by step instructions for adding a new user in Fundriver application, as well as configuring new user roles are found below. 1. Go to Support/...

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 passwor...

The Activity Processing table located on the ACCOUNT SETTINGS screen provides this information. In your database go to SUPPORT/SETTINGS on the blue menu bar...

Many Fundriver clients have two or more databases that they use to manage funds for their organization.  In order to allow your organization's Fundriver...

Step by step instructions for disabling a user in Fundriver.  Note: Fundriver only allows disabling of users, not deleting, for audit trail accuracy. Onl...

If a user role needs the ability to upload documents to funds, but not be able to otherwise edit those funds, follow these instructions. 1. Whether you ...

1. Log in to Fundriver and click on SUPPORT/SETTINGS. 2. Click on CHANGE PASSWORD. 3. Select the user's name from drop down. 4. Enter new passwo...

Answer: Fundriver does not allow for users to be deleted. The primary reason for this is so that the audit history is kept intact. Users can be deactivat...

Log in to Fundriver. Click on SUPPORT/SETTINGS > ACCOUNT SETTINGS. Under ACCOUNTING SETTINGS, you can see how your pricing model is set up in Fundr...