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Department Module - Client Administrator Guide
We are in the process of developing major upgrades to our Department Module. Once we're ready to roll out the new module, this guide will be fully updated.…
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Department Module - Department User Guide
Welcome Department User! This guide will help you navigate through your Department Module site. Should you have any questions, please contact your organization’s Balance Administrator.…
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How Do I Disable a User in Balance?
Step by step instructions for disabling user in Balance are found below. Please Note: Fundriver only allows disabling of users, not deleting, for audit trail accuracy.…
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How Do I Add a User In Balance?
Step by step instructions for adding a new user in Balance are found below. Go to Administration in the left hand column. Click on Manage Users. Click on the Create New User button (top right corner…
Content aside
Category actions
The nuts and bolts of your database.