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.

  1. Go to Administration in the left hand column.
  2. Click on Manage Users.
  3. Click on the user you want to disable.
  4. Use the 'User disabled' toggle to disable the user and hit Save Changes once you're done.

 

To view all disabled users, use the toggle on the Manage Users page as shown below:

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