How to Authorize Users to View Only Company Invoices?

Modified on: Thu, 13 Jun, 2024 at 5:02 PM

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Overview


If you have an assignment to a TSO that subscribes to the PRISMA Commercial Services, you can access all you contract information directly on the platform. This also includes your monthly invoices with their respective booking overviews.


If a few users within your company are responsible for processing those invoices but are otherwise unauthorized to perform other activities on the platform, you can assign them to the "Invoice Viewer" permission group. Users in that group will only be able to view and download company invoices.



Instructions


To assign users to the "Invoice Viewer" permission group, do as follows:

 

1. Log into your admin account;


2. Click on the gear icon on the top right corner of the main page;


3. Then, click on "User Management" on the drop-down menu;


4. Now, in the row of the user you'd like to manage, click on details;



5. Click on "Edit Assignment to Permission Groups" in the "Assigned Permission Groups" tile;



6. On the next screen tick the box at “Invoice Viewer;”


7. Click on “Continue” to save your changes.



The next time this user logs into their account they will only be able to perform the actions that are described in the “Invoice Viewer” permission group. To ensure you receive notifications about new invoices, please turn on your "Documents" notifications in the notification settings: How to Manage Your Contract and Capacity Management Notifications?


NOTE: to view invoices as members of the "Invoice Viewer" permission group, users DO NOT require trade assignments to TSOs. You can simply create a user account and assign the user to the permission group in question without requesting trade assignments to the operators.


 

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