You can control which PDS programs can access the funds that have been set up. For example, if you add a fund in the Church Office program, you can select whether the Formation Office and/or School Office programs can access the fund.
- On the Administration tab, click Fund Setup.
- In the navigation pane, click Program Access.
- Locate the appropriate fund.
Select one or more options to grant viewing access to the programs.
For each product, you can grant fund access for up to five licensed users.
- Click Save.
After you give the program(s) access to funds, you can control which individual users can view the funds. In the relevant program, click Administration > Users & Passwords > Individual Fund Access.