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Assigning a Finance User Role

You can provide Megaport ONE 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 and delete services
  • Create, view, and modify service keys
  • View financial data
  • Make payments
  • 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 design services
  • View financial data
  • Make payments
  • Create, edit, and delete credit card records
  • View the Megaport Marketplace profile

To assign a financial user role

  1. Log in to the Megaport ONE Portal.
  2. Choose Tenant > Settings.
  3. Select Users.
  4. If you are assigning a financial role to a new user, click Invite User. If the user already exists, click the gear icon Gear icon next to the name and select Edit User.
    Edit User
  5. Select a financial role for the user.
  6. Click Update User.

See also


Last update: 2023-08-18