I've invited a user and want to change the funds assigned to them

Solution

User has accepted invitation

If the user has accepted the invite and clicked Join Now in the invitation email, the existing user role will need to be edited.

To do this in Simple Fund 360:

1. Navigate to the User List screen:

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

2. Click on the invited user and click on Show:

3. Under the Assigned Entities section, select Change. 

4. Assign the funds to the user then click Save:

User has not accepted invitation

If the user hasn't accepted the invitation, the invitation will need to be cancelled and resent.

To do this in Simple Fund 360:

1. Navigate to the User List screen:

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

2.. Navigate to the Invitation screen:

From the Toolbar, go to Admin
Select Invitation

3. Locate the invited user and select Cancel:
4. Re invite the user, being sure to select the appropriate funds when sending the invitation. For detailed instructions on inviting users, please refer to: Inviting Users