Invite User, User Roles and Reset Password option

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

How to Invite a User

1. 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.

2. 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

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

1. Select Add New User Role. 
2. Enter the name of the new User Role.
3. To edit the settings of the user, for each option available, switch the toggle next to each option.
    
4. Once you have finished editing the options, select Save to keep the settings or Cancel to abort the changes.