Frequently Asked Questions (Platform enabled customers)
- How do I send data files through SFTP?
- What is Role-Based Security?
- What are the common fields and definitions for these products?
- How do I create a new person?
- How can I assign user roles if I'm not on Platform?
- How do I add a budget in Fund Manager?
- How do I generate and customize reports using the legacy version?
- Can I manage security if I'm not on the Platform?
- How do I add a transaction in Fund Manager?
- How do I pin a fund to the Fund Summary Screen?