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.|
A new screen will load, select the Admin tab on the left-hand side bar .
Following this, select Token Management.
|The Token Management screen will load. Select Share with BGL Success.|