Fund Owners and Administrators
Access to the Funds submenu under Finance means that you are have the ability to administrate funds. Review the documents in this folder to learn how to grant different types of access to funds.
- Granting Access Rights to Funds (from the Fund Manager)
- One way that you can grant rights to a fund is by working with the fund manager.
- Understanding the four different levels of access to funds
- Fund access is granted on a need basis by the owner, the department or finance to users. This access in turn allows them to create and review transactions. Understanding the different levels of access will help you to make better decisions on how to administrate the fund.
- Search Tools
- Fund owners and administrators can find transactions in question specifically related to the fund.
- Viewing Funds
- This tool shows a table of the funds available to the Fund Administrator or Owner.
- Reviewing/Editing fund roles, signing rules and policies
- This can be done from the Fund tool as well.
- Primer for the Policy Systems for Fund Owners
- Fund owners can configure a signatory requirement on funds to ensure that they review and approve all financial and personnel transaction activity on it.
