|From the Main Toolbar, go to Settings.||
|Select User roles from the list.||
This page allows Admin users to manage user roles for all 360 applications from a central location without having to access multiple pages.
Select the Role
A drop-down list has been added for Admin users to easily select which role they wish to edit.
Based on the role selected, the settings for that role will display.
With the top counter, the number of settings that have been turned off can easily be seen.
Admin users can then go through each section and change the setting by switching the toggle.
To make it even easier, you can filter the list by selecting a specific section.
The role options are categorised based on the menu of the Simple Fund 360 Main Toolbar on the left-hand side. For more information on which role settings each user role has, refer to the User Roles help.
You can use the CTRL+F keys on your keyboard and search for a specific setting
|Clone||Select to copy the selected role.|
Select to delete a user role.
The default user roles cannot be deleted.
|Expand All||To display all role options for all sections.|
|To hide all role options and display only section names.|
This page allows you to view the licensing details and contacts for all your 360 applications.
You can also upgrade your licence if required by selecting the Upgrade link.