Assigning a Finance User Role

You can provide portal access to those who make financial decisions for the registered company by creating specific user roles: Finance or Financial Contact. These roles determine the user’s permissions to manage the account.

Note

You must have Company Admin permissions to create or edit user roles.

A Finance user can:

  • Place and approve orders
  • View financial data
  • View and delete services
  • Make payments
  • Create, view, and modify service keys
  • Create, edit, and delete credit card records

The Financial Contact role is similar to a Finance role, but does not have permissions to place or approve orders, delete services, or administer service keys.

A Financial Contact user can:

  • View and define services
  • View the Megaport Marketplace profile
  • Create, edit, and delete credit card records
  • View financial data
  • Make payments

To create a financial user role

  1. Choose Company > Manage Users.

    The Manage Users page appears. On this page, you can view existing users, add a new user, or edit existing user permissions and contact information.
    Manage Users page

  2. Click New User to create a new Finance user role.
    New user

  3. Provide the following information:

    • Contact details – The first name, last name, email address, and phone number for the financial contact.

    • Role – The financial role for the new user. Permissions vary by role.

  4. Click Save.

    For details on managing user roles, see Managing User Roles.


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