To access invoices and other financial information in your account, you need to associate a financial role with all users authorized to view this information.

There are two predefined financial roles: Finance and Finance Full Access. We will use the Finance role as a reference for this article, but the steps detailed below are the same for both roles.

To create a financial role, follow the walkthrough below:

1. Open the Admin.
2. Access the Account Management module.
3. Click on the Roles tab.
4. Click on the New Role button.
5. Select the Finance role.
6. (Optional) Before saving, you can add users to this role.
7. Click on Save.

After you’ve created the financial role, you can associate it with your existing users.

To associate a user with the Finance role you’ve created, follow the steps below:

1. Open the Admin.
2. Access the Account Management module.
3. Click on the Users tab.
4. Select the user you want to associate with the role.
5. Choose the Financial role.
6. Click on the button, next to the role, to add it.
7. Click on Save.

The selected user is now associated with the Financial role and will be able to access invoices, contract information, charges and other financial information.