Phundex User Guide-Managers

At Phundex we know its important for you to understand what you can do on the platform.

We created this user guide for Managers – the people who are responsible for setting up and managing pathways (transactions and processes).

Managers set up the various Stages and Tasks, Create Teams, assign tasks to Team Members, and add documents to the Data room, or ask that data and documents be added to the Data room by Team Members.

We’ve also included this user manual on the Phundex platform HelpDesk, so you will always be able to find it – or you can download it to your computer and keep it handy for easy reference.

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