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User Access Rights
How do I grant users access to order branch products, generate jackets or receive electronic delivery of Fund forms?
Step 1:
Logon to thefund.com as a FundNet Admin user.
Step 2:
Add or Edit the User
Step 3:
In the
User Access Rights
section, Select the following:
User can access FundNet:
check the checkbox
DoubleTime eSolutions Access:
select "Electronic Delivery of Fund Forms"
This will allow integration access for Ordering Branch Products and generating Jackets
User can access CPL via Web and other Fund applications:
select "I authorize this user to generate Closing Protection Letter via The Fund's website and other Fund applications."
This will allow integration access for generating CPL.