This article will demonstrate how to invite the BGL Client Success Team with temporary access (30 days) to a client's Simple Fund 360 license.
In order for Client Success to commence the migration/conversion of your data, you will be required to invite the team into your Simple Fund 360. Please refer to the below steps for how to do so
| Once logged into Simple Fund 360, select the App Switcher on the top right of the screen. |  |
| Select Users. |  |
|
A new screen will load, select the Admin tab on the left-hand side bar . Following this, select Token Management. |
 |
| The Token Management screen will load. Select Share with BGL Success. |  |