Support Query

Can I password protect a Fund in Simple Fund 360?

Solution

Simple Fund 360 uses the Assigned Fund(s) function from the User Role screen to control the fund access. Funds migrated from Simple Fund Desktop will not be able to keep a password on a fund and will have to change access controls within Simple Fund 360.

For more information on how to change the level of access for a current Simple Fund 360 user check out the help on User Manager.

To invite a new user, refer to Invite User, User Roles and Reset Password option.