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Accessing the Finance Portal: Login Troubleshooting and Permissions Management

Summary: This article provides guidance on accessing the finance portal, including troubleshooting login issues and managing user permissions.

Accessing the Finance Portal

 

Logging In

To access the finance portal, use your existing username and password. If you have previously logged in successfully, your old password should still work, as there have been no changes to the finance system password.

Troubleshooting Login Issues

If you encounter difficulties logging into the finance portal, consider the following steps:

  1. Verify Credentials: Ensure you are using the correct username and password associated with your finance account.
  2. Error Messages: If you receive an error message stating "you are not authorized to work with any branch" or similar, this may indicate a permissions issue. In this case, you will need to contact your internal support team to request access to the necessary branches.
  3. Contact Support: If you continue to experience issues, you can reach out to your support team via email for assistance. Provide them with details of the error message you are receiving to expedite the resolution process.

Managing User Permissions

If you need to adjust user access to the finance portal:

  • Navigate to the application settings where you can configure user permissions.
  • Select the "Configure Dashboard" option to manage which roles or user types can access specific features within the finance portal.
  • Changes can be made to restrict or allow access based on your organizational needs.
Conclusion

Accessing the finance portal should be straightforward if you use the correct login credentials. In case of login issues or permission errors, follow the troubleshooting steps outlined above and contact your support team for further assistance. Proper management of user permissions ensures that only authorized personnel can access sensitive financial information.