This article will demonstrate how to invite the BGL Client Success Team with temporary access (30 days) to a client's Simple Fund 360 license.
In order for Client Success to commence the migration/conversion of your data, you will be required to invite the team into your Simple Fund 360. Please refer to the below steps for how to do so
Once logged into Simple Fund 360, select the App Switcher on the top right of the screen. | |
Select Users. | |
A new screen will load, select the Admin tab on the left-hand side bar . Following this, select Token Management. |
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The Token Management screen will load. Select Share with BGL Success. |