Fund Association Teams

Now, you can easily manage user access to funds by leveraging teams and team access using the new Fund Association Teams feature. You can use the feature just in FIMS or sync with DonorCentral.

Create a team, add team members, then assign funds to the team. All team members automatically have access to the funds assigned to that team.

When you remove a team member, you also remove the team member’s access to the funds in the associated group. When you add a team member, you grant the team member access to funds associated with the team.

• Grant Committees and Boards - This feature enables Grant committee and boards to set up teams in FIMS. Team members, consisting of chosen committee and board members, manage and vote on grants. When a team member changes, this feature enables you to update that member’s fund access across all funds managed by the committee. You can also add funds to the list of funds managed by the committee.

• Supporting Organizations – When FIMS is used to run a back office for an organization, and staff changes occur at the organization, use this feature to update fund access to the organization members.

• High Attention or Special Funds – When FIMS is used to oversee high attention funds, use this feature to add or remove staff and funds from a list of team members assigned to monitor the funds.

• Financial Advisor - When a financial advisor is added or removed, you can add or remove their access to funds in just one process when you have a team of financial advisors.

Create a Team

Add or Remove a Team Member

Assign Funds to a Team

Use Roles for Team Member Access