Please note that users can only be created by other users with an Administrator role in FundApps; please contact your Administrator if you require a new user account. FundApps' security policy is to let our clients manage the users with access to their systems; therefore, creating, deactivating, and reactivating users is solely our client's responsibility.

Adding and removing users, as well as changing privileges, can be done on the Users screen. To access this, click the Admin icon located on the top menu bar on the far right side, then User Management > Users or directly from this URL: <yoursite>.fundapps.co/User.

The User screen defaults to "Active" users. On the left-hand side of the screen, the filter "Deactivated" can be chosen to view all deactivated users. In the top bar, three options are available: New, Deactivate, and Send Login.

Step 1: Click on the New button in the upper-right corner.

Step 2: You can input a user's information and send them login information.

You'll be presented with a pop-up window:

Username: Enter the desired username (ex jbloggs). We recommend a convention to standardise usernames (ex <firstname>.<lastname> or <firstletterfirstname><lastname>

***The Username field has a maximum 30-character limit***

Name: Enter the complete name (ex Jane Bloggs).

Email: Enter the user's email. Please be aware of domain restrictions.

Company: Select the company this user belongs to (click here for further information on what the Company setting does). This selection might be the company to which you belong, a sub-company, or a separate entity you contract with. The user's viewing rights are limited to particular results for the company you choose here.

If you don't see the expected full list, check that you have selected the company at the top of the Company drop-down tab.

Role: Select the role you would like to assign to the new user. Each role has certain rights; for more information, click here.

You will then have the option to Save or Save and Send. Clicking Save will not send an introductory email; you can still do it later by clicking Send Login from the Users screen.

Step 1: Select the user whose information you would like to update.

Step 2: Update the user's company, role, or notifications accordingly.

Select a user and click Deactivate, which will immediately revoke access to FundApps for them.

Selecting the "deactivated" view will give an overview of all deactivated users of the system. If a deactivated user needs to be reactivated, it can be done from this filtered view. Selecting the user and clicking Reactivate will re-grant access to FundApps for that user.

If a user needs their FundApps password reset, an Administrator can click this button to send reset login information.

If an account has been set up but a password hasn't been set, this will send a welcome email.

When deleting a user from FundApps, it’s important to be aware that this action will permanently remove all associated comments, actions, and the entire audit trail related to that user. For many clients, retaining audit trails is a regulatory requirement and may also be necessary for internal auditing policies.