Create and Update Fund Managers (other organizations) – Suitable

Access Level: Admin

This article is intended for users with Student Org Admin, or Org Admin 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, Leader, or Manager

Note: To ensure that the correct staff members can review and approve student submissions, they must be added to the proper Admin Group.

How to view fund details as a fund manager:

First navigate to your Suitable dashboard and select the "Finance" Tab.
Determine the fund group where a fund manager should be able to view the fund details, Example: "Main Campus fund" Select the three dots and open up account settings

3. After opening account settings, select the organization(s) you would like to be able to view fund details

4. Now when an organization makes a purchase request, the assigned fund managers will be able to "view fund details" as seen below

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

How to view fund details as a fund manager:

First navigate to your Suitable dashboard and select the "Finance" Tab.

Determine the fund group where a fund manager should be able to view the fund details, Example: "Main Campus fund" Select the three dots and open up account settings

3. After opening account settings, select the organization(s) you would like to be able to view fund details

4. Now when an organization makes a purchase request, the assigned fund managers will be able to "view fund details" as seen below

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