Setting up users

The ‘Users Setup’ part of Fund Filer is accessed via the ‘Account’ menu or from the ‘Users Setup’ link which appears on the logged in Home Page

Simply click ‘Add a user’ and complete the details requested to create your user. Including the user’s email will ensure this person is included in any updates notices or news we issue. Phone is optional but can help if the user subsequently needs support.

For logging in, Fund Filer offers the option of a unique username as well as email address, should you or any of your users prefer this.

Main contact

A pull-down menu appears at the foot of the ‘Users’ page for indicating which user is the main contact for the account. Knowing this is helpful to us at Fund Filer should we ever need to get in touch. We’d therefore be grateful if this could be completed.