Rename funds in MemberXG
Use the Fund Mapping subtab to give the funds a user friendly name that members and dependents may have access to in the portal (Configure the MemberXG portal). The Fund Mapping tab only displays for the System–English Environment
. Any changes to funds in this subtab will be available to any groups associated to the system environment.
Access fund mapping
-
Access the Configuration Configurations tab and select the
Fund Mapping
subtab.
Add a fund
-
At the bottom of the Fund Mapping subtab, click to add a new row to the Fund Mapping table.
- Click in the
Fund
list to select an existing fund to add to the portal. You can type one or more characters to narrow the list. - Next, if you would like to change the name that displays for the fund, type that name in the
Alias
box. -
Click to confirm and apply any changes.
Update a fund name
If you need to change the fund's Alias (display name), follow these steps.
- Click the
Alias
for the existing fund on the portal. Delete or update theAlias
. -
Click to confirm and apply any changes.
Delete a fund name
- Select the existing
Fund
you'd like to delete. - Click . The fund row is removed from the table.
-
Click to confirm and apply any changes.