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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.

 To grant fund access to other PDS programs
  1. On the Administration tab, click Fund Setup.
  2. In the navigation pane, click Program Access.
  3. Locate the appropriate fund.
  4. Select one or more options to grant viewing access to the programs.

    Useful Information

    For each product, you can grant fund access for up to five licensed users.

  5. 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.



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