User Manager – Simple Fund 360 Knowledge Centre

Navigation to the User List screen

From the Main Toolbar, select Settings.
Select the User List tab.

Overview

The User Manager page allows to perform the following tasks all from a central location:

View a list of all users
Quickly search for users
Assign roles
Assign funds
Disable user access
Delete users

Search and Filters

You can search for users by using the following filters:

All
First Name
Last Name
Username

You can then further sort the list if required using the following:

Last Updated
First Name
Last Name
Username

Disabling User Accounts

1. Select the User that you wish to disable from the user list

2. Select Show

3. Select the toggle off.

Assign and Un-assign Funds

1. Select the user that you wish to assign/un-assign funds to.

2. Once the users information expands you will be able to see the amount of entities that the user has been assigned. To change this, select change.

3. The entity selector page will open.

Option	Action
Auto Accessible Funds	This setting allows you to define access to all funds (including future funds). If NO is selected, the user will not have access to any fund (including future funds) by default. If YES is selected, the user will have access to all funds (including future funds) by default.
Filter	The filter makes it easier for you to locate a fund. You can filter the fund list using the following options: Name Label ID
Unassigned Funds	This will list all the funds that have not been assigned to the user. Select to assign all funds. When you hover your mouse over the icon, the number of funds will display next to it. Select next to a fund to assign that fund.
Assigned Funds	All the funds assigned to the user will display in the right column.
Counter	A counter will display under each column to show you many funds have been assigned and are displayed on-screen.
	If you have assigned or unassigned a fund, this icon will display next to that fund to show that a change has been made for this fund.
	Select this to cancel any changes.
	Select this to confirm and save the changes.