Access to the Benchmarking Tab in the FundPanel Portal is given via Contact Roles in your Client’s Org. While a user will only technically need one Contact Role with the permission to be given access, it is best practice to grant access to 3-5 of the user’s Contact Roles. This way, if Contact Roles shift or get removed for one Investment Vehicle in the future, access is ensured.
Access to the Benchmarking Tab (currently) provides Preview Only access to Aduro’s Performance Benchmarking Report. It displays the report with watermarks with the user’s email. They can also select from past reports to view. Currently, the only reports able to be viewed are Q2 2024, FY 2023, and FY 2022. As more reports are generated, more reports will become available. The most recent report will be the default view when the user clicks on the Benchmarking Tab.
TABLE OF CONTENTS
How To Grant Access
Salesforce Lightning Experience
From your Client’s Org, navigate to the Contact record for your user who needs access
Scroll down to the Contact Roles related list
Find a Contact Role record, and select the action dropdown on the right hand side of the Contact Role’s row. Then, select Edit
This will pull up the Edit Contact Role modal
Scroll down to the Fund Performance Benchmarking Report section and find the Performance Benchmarking checkbox
Select the Performance Benchmarking checkbox and Save
Repeat Steps 2-6 for 3-5 Contact Role records for this Contact
Salesforce Classic View
From your Client’s Org, navigate to the Contact record for your user who needs access
Scroll down to the Contact Roles related list
Find a Contact Role record, and select Edit on the left side of the Contact Role’s row
This will pull up the Contact Role Edit page
Find the Fund Performance Benchmarking Report section, select the Performance Benchmarking checkbox and Save
Repeat steps 2-5 for 3-5 Contact Role records for this Contact
