You might also want to see our downloaded Manager User guide:


Phundex User Guide - Manager


  • Manage their Personal Profile including uploading a Photo.
  • Manage security settings, for example, their password and two-factor authentication.
  • Ability to Take a Tour- you can take a Tour at any time by selecting 'Take A Tour' under your Profile.
  • View Overview Dashboard.
  • All Manager functionalities:
    1. View Pathway Dashboard;
    2. Create Pathways (either from a Phundex template or create a new Pathway);
    3. Create Stages;
    4. Create Tasks;
    5. Create Task Forms;
    6. Assign Tasks to Team Members; and
      • Choose whether the Team member has Contributor or Approver status
    7. Data Room:
      • View Transactions
      • Upload Document
      • View doc permissions, status, audit history
  • Add Team Members to a Transaction including Team member permissions:
    1. Participant (Edit access - always Client Admin/Manager); and
    2. Published View (only able to see documents when they are signed off as published)
  • All Team Member functionalities:
    • view Overview Dashboard including all tasks;
    • Perform tasks assigned to Team Member;
    • make comments in the Task status section;
    • Mark Tasks as Complete; and
    • Change Task Status back to incomplete if required.