You might also want to refer to our downloadeable Phundex User Guide for Managers here

Phundex User Guide - Manager

  • Manage their Personal Profile including uploading a photo. 
  • Manage security settings eg. password and 2-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.
      • 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).
    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.
    • Change Task Status back to incomplete if required.