Scenario
You would like access to download invoices from within Exclaimer. However, you do not have access and you see the following message:
Access to Invoices within the product is reserved for Direct Customers that have the Finance user role.
Resolution
If you do not have the Finance user role assigned to you, you need to request permission from the subscription Owner or the User Manager.
To assign the Finance User Role:
Pre-requisites
In order to assign user roles, you need to be signed in as one of the following roles:
In order to assign user roles, you need to be signed in as one of the following roles:
- Owner
- User Manager
- Log in to your Exclaimer account using your subscription Owner or User Manager credentials and launch your subscription.
NOTE: If you have multiple subscriptions, the system will not automatically launch your subscription. Select Launch next to the relevant subscription. - From the header bar, select the initials icon to open the Account menu, then select User Management.
Select the icon with initials to open the Account menu. The initials are of the user currently logged in. - Select the checkbox in the Finance column on the row for the user you wish to assign the Finance role.
Locate the row for the user, then select the checkbox in the Finance column. - Select Save changes.
NOTE: The assigned Finance user will need to log out and log back in again to activate the role change.