fund statement permissions
It would be helpful to have the ability to choose different fund statement types for Fund Advisors who advise on multiple funds.
Example: John Doe's statement type is set to online. He is a Fund Advisor for Doe Family Fund and Designated Fund for ABC School. John needs to be able to view online information and make grant recommendations in the fund advisor portal for the Doe Family Fund. He needs to receive an emailed statement for the Designated Fund for ABC School but because of his role should NOT have access to see fund information online.
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Jillian P.
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