How do I assign an administrator to financial accounts?

Perform these steps:

  1. Select Invoice & Payment from the left side of the page.
  2. Select Account Access.
  3. Locate and click on the name of the administrator to whom you want to assign financial accounts.
  4. Do one of the following:
    • Select Select All to assign the user to all accounts.
    • Select specific checkboxes to assign the user to specific accounts.
  5. Select Save.

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