Simple Fund 360

How to Invite iauditsmsf as your auditor

Navigation to the Invite User screen

From the Main Toolbar, select Settings
bglsettings

Select the User List tab
bgltab

Select Invite New Users
BGLnewuser

  • Input the User details

    First Name:  Kevin
    Last Name:  Topliff
    Email:            kevin.topliff@gmail.com

  • Role: Select Auditor User Role.
    From the drop down list, select the role you want to assign to the individual.
  • Select all funds or a specific number of funds for iauditsmsf Auditor to have access to.

    Option                    Explanation

       Select All Funds:     Select this check box to allow iauditsmsf to access all funds
       Select Funds:          This option will only give iauditsmsf access to the specific fund(s) selected

  • Select Invite to send an email invitation to the iauditsmsf.  An email will be sent to the iauditsmsf’s email address containing a new temporary password.  On the first login iauditsmsf can enter a new password and click Update to activate the new password.