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 video / 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. | |
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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. |