Support Query

I am unable to invite users into Simple Fund 360

Solution

There are two common causes for this issue

1. The user doesn't have access to the necessary authority to invite users in Simple Fund 360

To rectify this issue, an Admin user must give the user the necessary authority. Please take the following steps to do so. 

Select the Settings icon from the Main Toolbar
From the side-menu, select User Roles

Ensure that the Role Settings screen, the user role for the user you are wanting to give the necessary authority to invite users is selected. Note 'Employee Eric' is an example. 




Under the User and Integrations section, toggle the User Manager capability on. 



The user will now have access to the User Manager/Invitation feature in Simple Fund 360. 

2. Error message: No available product for inviting <User email address entered>

There are two common causes for this error message. 

Firstly, an existing invitation already exists for this particular user. To check this, take the following steps

From within the BGL Account screen, hover the cursor over Admin and select Invitations from the side menu.

You will be able to see the user within the Invitation screen, with the status of the invitation as Invited | Not joined yet. 


The second common cause is that the user has already joined the firm and is an active user within the firm. This can be checked from within the Invitations screen as well. The status of the user will be Joined | <Date/time> the user joined. 



This can also be checked from within the User Manager screen. The user will appear as an active user, as seen below.