Firms are now able to hide Bank Account numbers showing on the Fund Dashboard! This is to ensure the privacy of Bank Account details when other users are invited into Simple Fund 360.
Simple Fund 360 users that do not have access to Bank Feeds will automatically have Bank Account numbers hidden. Only the last 3 digits will display. Access to Bank Feeds is determined by a user role, and can be toggled on and off in the user roles screen.
1. To access the User Role's screen, please take the following steps:
|From the Main Toolbar, go to Settings.
|Select User roles from the list.
2. Select the user from the top of the screen that you wish to hide the bank account numbers for, whoever that may be.
3. To hide the Bank Account numbers for this user, locate Feeds Management | Bank Feeds and toggle the user role off.
The Fund Dashboard screen will now display Bank Account details with the last 3 digits of the Account Number displayed