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Enter the Full name of who is to receive access
Type the email address associated with the user
- Client Finance User - Create/View/Print Consolidated Invoice, Run/Print Invoice Detail Reports, View Audit Trail Activity Log - Client Finance Power User - Create/View/Print Consolidated Invoice, Void Consolidated Invoice (if less than or equal to 7 business days from create date), Run/Print Invoice Detail Reports, View Audit Trail Activity Log - Client Finance Manager - Create/View/ Print Consolidated Invoice, Void Consolidated Invoice, Override Invoice Date, View Audit Trail Activity Log, Manage Billing Details (non-contractual) and Default Currency - Treasury - View/Print Internal PDF Consolidated Invoice, Run/Print Invoice Detail Reports, Manage Client Remittance Information - Accounting - View/Print Internal PDF Consolidated Invoice, Run/Print Invoice Detail Reports, View/Print Invoice Detail Reports
Selecting one or many of the available access groups below gives you access to certain templates for different roles. If none apply, select none, and you will still be able to send and sign envelopes.
Please select what you need:
Please choose only the databases that apply. Requests for Franchise run country/database may require additional approval.
Make sure to input the correct and valid email address
Is this an update to an existing user?
Select what type of update (select all that apply)
Do we need to add users to distribution lists?
List the user to which you require your access to be modeled after
Administrators (full system access) Power Users (all access except cannot change security, custom fields, or chart of accounts) Expense Specialists (same authority as above except cannot change security, delete vendors, delete voucher, or tax authorities) Operations Users (create and update transferees, ad hoc reports. Delete move Auth and Salary data only. Run ad hoc reports) Read-Only (No create or update at any level, cannot run processes, ad hoc reports)
Select the service center clients that you would like to grant the user access to.
What level of access do you need? Please list another user who has similar access.
Is Manager Level Access to the teams required?
Select the needed distribution lists for SE scheduled reports
Do you need SISTRS installed on your computer?
What kind of SISTRS access do you need?
Grant the user access to view imaged docs from the selected team(s).