Getting Started with Funderr

Logging In

To access Funderr, you will need:

• The specific URL provided for your Funderr instance (e.g., https://yourinstitution.funderr.plydot.com/).

• Your username and password provided by your system administrator.

Navigate to the URL in your web browser, enter your credentials, and click the login button.

First Login: If this is your first time logging in, you might be prompted to change your temporary password. Follow the on-screen instructions to set a new, secure password. Refer to Configuring Password Preferences for password requirements.

Initial Dashboard

Upon successful login, you will land on the main dashboard. This screen provides a welcome message and often displays key information or quick links relevant to your role.

The main areas of the interface are explained in the Exploring Funderr Features.

You might also encounter the Configuration Wizard on your first login or if the system setup is incomplete. This wizard guides you through essential setup steps.

Next Steps

Now that you're logged in, familiarize yourself with Exploring Funderr Features.

Depending on your role, you might want to explore:

• Managing Clients

• Configuring Organization Settings

• Managing Users