Purpose
To explain the Invite User and User Role features in Simple Fund 360.
Check out the Role and Product Settings and Invitation Management pages.
Invite User and User Roles in Simple Fund 360
Simple Fund 360 allows you to invite users such as Clients, Employees, Auditors and Advisors to review a fund's information. You are able to determine what these users can access by editing the User Role settings of each user.
Navigation to the Invite User screen
| From the Main Toolbar, go to Settings. |
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| Select Invite New User under Quick User Setting |
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How to Invite a User
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Input the details of the user you wish to invite. The Invite Users page will display.
Details
Explanation
Email Input a valid email address that will effectively become the username.
First Name
Input the user's first name.
Last Name
Input the user's last name.
Role
Select a role from the drop-down list. You can also search for a specific role.
User roles can be added from the Role Settings screen.
Assigned Funds
Select to access the Fund(s) Selector page to choose which fund(s) to give the user access. Remove User
Select to remove the user details entered if you no longer wish to invite this user. You can invite multiple users in one go by selecting
.The number of users you are inviting will display at the bottom.
- Once you finish inputting all the details, select Invite User(s). An email will be sent to the user's email address containing a temporary password. The recipient needs to click on the Login button in that email as displayed below before the link expires to access the software. On the first login, users will need to set up a new password. Users will also be prompted to set up Multi-Factor Authentication (MFA) for security purposes.
Setting User Roles
User Role Settings are provided to users when they are invited to Simple Fund 360. These settings determine what Users can access within Simple Fund 360.
How to Access User Roles
| From the Main Toolbar, go to Settings. |
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| Select User roles from the list. |
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How to Manage User Role Settings
Select 
to create a new role or you can edit an existing user role by selecting it from the drop-down list.
Adding a New User Role
- Select Add New User Role.
- Enter the name of the new User Role.
- To edit the settings of the user, for each option available, switch the toggle next to each option.
- Once you have finished editing the options, select Save to keep the settings or Cancel to abort the changes.
How to Reset the User Password if required
If a user has forgotten their password, they will need to follow these steps to reset the password:
- Navigate to your Simple Fund 360 login page and select Forgot your password?
- The user will be directed to the Forgot your password? screen. They will need to enter their email address and input a security code.
- Select Reset Password and an email will be sent to the user's email address. This email will contain a new temporary password to use to log in to the Create your own unique password page. The user can enter their new password and click Update to activate the new password.
If you know your password and wish to change the password, refer to the Profile Management help.
User Role Options
Important: For a detailed explanation, see User Roles.
User Role options are split into Simple Fund 360 screen sections:
- Home
- Connect
- Fund
- Members
- Accounting
- Investment
- Compliance
- Reports
- Settings
Within each section certain tabs and user abilities are switched On or Off using the toggle:
In the example above, the user role (Employee) allows the user to use the Quick Fund Setup function; but does not allow them to delete funds.