Invite a User
Login to thefund.com. Go to My Account and click on the Manage Users link.
This will take you an administrative screen where you can manage your users.
To add a user click on the Invite User link.
Add a new user by filling out the Invite section with the new user’s direct email (no general emails like “info@, or “MyFirmName@” please).
Click Invite to generate an email that guides the user through registration.
The user will need to accept the invitation before you can enable their access.
User Accepts Invitation & Registers
From their email, they will be taken through a user registration process. During which they can join your account with an existing username or by creating a new user.
Setup Your User's Access
You (the Admin) will receive an email to enable their access.
To do this, login to thefund.com, go to My Account then Manage Users.
To view or change an existing user’s role, simply choose from the pre-populated drop-down list and then select and save their roles below.
Portal Role
Authorize the user to administer access to other users of your office. They will be able to invite others and setup access to software and integrations.
DoubleTime
Select 'Commitment Number Request Only' and they'll receive commitments only or select 'Electronic Delivery of Fund Forms' and they'll receive electronic delivery of all forms.
You can authorize the user for DoubleTime's electronic payment service. This allows the user to make the remittance to The Fund electronically through DoubleTime.
ePolicyManager
If you don't have DoubleTime, authorize the user to access ePolicyManager. This will allow the user receive policy jackets electronically through the web application.
ATIDS XE
If you have ATIDS XE, select ATIDS XE User or ATIDS XE Power User.
WebATIDS
If you have WebATIDS, authorize them to use web application and other integrations.
WebCPL
If user will be creating Closing Protect Letters, authorize them to use the web application and other integrations.
Order Products
Select if the user submit orders through the web application and other integrations.
Once you're done, click the 'Save' button.
That user has been given access to the software and integrations that you've selected.
Need to remove a user? Check the Confirm Removal box under Portal Access and click Remove.