Removing access to a fund

1. Log into Insight using your username and password, which will bring you to the Funds page
2. Select the Users tab to see the list of members in your organization

3. To remove fund access for one or more users, click on the Actions drop-down in the upper right corner, and then select Remove Fund Access.

4. Select the user(s) whose fund access you would like to manage by clicking the checkboxes next to the appropriate names in the Users drop-down.

5. Once you have selected the user(s), then check the boxes next to the funds that the user should no longer have access to. If you want to remove all fund access for the user(s), click Select All.
6. When finished, select Remove to update fund permissions

Note: By removing fund access, the user will not be able to see any information related to the funds. Any obligations, tasks, and subtasks assigned to the user from the funds will be unassigned

Provision fund access when adding a new user

1. Log into Insight using your username and password, which will bring you to the Funds page
2. Select the Users tab to see the list of members in your organization. In the upper right corner, select the Actions drop-down and select Add User

3. Add the email address, user role, and first and last user name. By default, Administrators receive access to all funds. If the new user is a Member or Assignee, you will need to select the funds that the user can access from the Fund Access drop-down

4. Once you have completed the new user data fields, select Send Invite to invite the new user to log in for the first time