Adding an Organization's Spend Account to a Fund

This guide walks administrators through how to add a student organization from a fund. 

Keep in mind...

• Access Level: Student Org Admin, Administrator
• This article is intended for users with Student Org Admin or Administrator access in Suitable. If you don’t have one of these roles, some of the steps outlined below may not be available in your account.
• Ineligible Roles: Student
• This is an administrative function and is not available to student users. It is only available for users with Org Admin or Student Org Admin permissions.

• Once the fund is created, you can add student organizations to it.

   

Add Organizations to a Fund Account

Step 1. Click on the Financial tab in your main dashboard. 

Step 2. Navigate to the Fund Landing Page for the root fund.

• In this example, we will be using the 'Main Campus Fund'

• Click the action menu options, represented by the three-dots and select Add Organizations.

Step 3. In the modal that appears, select the student groups and clubs to be connected, and select Next.

Step 4. Confirm the modal message to finalize the action by selecting Complete.

• You will see the details of the Fund and the Organization you selected.

Step 5. You can view the Organization added in the 'Main Campus Fund', by selecting Accounts below.

If you have additional questions, chat with us below or send us an email at support@suitable.co.