From the Main Toolbar, go to Settings.
Select User roles from the list.

Role Settings

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.

Access Options

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

Icons	Action	Steps
	Clone	Select to copy the selected role.
	Delete	Select to delete a user role. The default user roles cannot be deleted.
	Expand All	To display all role options for all sections.
	Collapse All	To hide all role options and display only section names.
	Add New	Select to create a new user role. Input the name you want to use for the new role. Select the settings you want On for this role. You can use the drop-down list to access a specific section.