Admin-users can set user roles to users.
User role defines what the user can see and do within Fundy.
To set user roles, log in to Fundy admin page of your Fundy application (you are allowed to log in only if you have admin-role).
Edit the user information and on the bottom of the window check the roles you want to apply for the user.
Role permission table
WR = write and read access | R = read-only access | - = no access
| Role | ||||||
|---|---|---|---|---|---|---|
| Fundy page | Fund Manager | Investor Manager | Asset Manager | Viewer | Admin | Admin (read only) |
| Admin page | - | - | - | - | WR | R |
| Overview: Charts * | R | - | - | R | - | - |
| Overview: Information | WR | R | - | R | - | - |
| Investors | WR | WR | - | R | - | - |
| Transactions | WR | WR | - | R | - | - |
| Assets | WR | - | WR | R | - | - |
| Reports * | R | - | R | - | - | |
* Only read access possible on this page
Description of the roles
Fund Manager
Full rights to Fundy. Fund manager or analyst can be in this role. This role also allows to confirm distribution transactions (4-eye principle).
Investor Manager
For users who has responsibility to manage investors and investor transactions. This role also allows to confirm distribution transactions (4-eye principle).
Asset Manager
For users who has responsibility to manage assets (for example just to enter data on assets).
Viewer
Read only rights to main business sections. For example for external users, like auditors and internal compliance.
Admin
Administrative users to manage Fundy users and user roles.
Admin (read only)
Administrative users to only view Fundy users and user roles.