1. Adding and removing users from fund
Click on the name of your Fund next to the “Viewing as: ___” in the top menu bar. Go to the Users tab to see a list of users associated with your Fund account. You can add users as desired by clicking on the Add Users button and filling out the Email, First Name, and Last Name of the user(s) you’d like to add. The user(s) will be notified by email with instructions on how to set up their account and login. To remove, a user click on the X under the Actions column next to the user’s name. A pop up window will appear asking you to confirm before the user is removed.
