Adding a primary fund advisor to a fund allows for additional reporting fields to be available in the custom financial reporting area.
To designate a primary fund advisor for a fund:
- On the Home page, click Fund Advisors.
- Choose Set Tab Permissions from the left-side menu.
- Click Assign by Fund.
- Click on the Fund Name.
- The Advisors table displays a list of all advisors for the fund. Assign the Primary advisor from the list by clicking the radio button under the Primary column, and click Update.
- The changes you made will be reflected on the Fund Advisors page.