Support/Settings

Adding New Users (Single Sign On Configuration)
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...
Wed, Mar 25, 2020 at 7:26 AM
FAQ: How do I find out which pricing model my organization is using?
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...
Wed, Mar 25, 2020 at 7:29 AM
FAQ: Is there a way to delete users who no longer should have access?
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...
Wed, Mar 25, 2020 at 7:30 AM
How do I add a user in Fundriver?
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 b...
Thu, Feb 13, 2020 at 9:36 AM
How do I add users to multiple databases?
Many Fundriver clients have two or more databases that they use to manage funds for their organization.  In order to allow your organization's Fundrive...
Wed, Mar 25, 2020 at 4:02 PM
How do I change my password?
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 passw...
Wed, Mar 25, 2020 at 4:05 PM
How do I delete or disable a user in 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...
Wed, Mar 25, 2020 at 4:12 PM
Is there a place in Fundriver that summarizes each transaction type's impact on historical gift, market value and book value?
The Activity Processing table located on the ACCOUNT SETTINGS screen provides this information. Go to SUPPORT/SETTINGS on the blue menu bar and click on ACC...
Wed, Mar 25, 2020 at 4:15 PM
Role Manager: Giving a Role Document Upload Permission Only
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 ...
Wed, Mar 25, 2020 at 4:18 PM