Target Audience: Rainbow User [with Finance Role] Related Offers: Essential, Business, Enterprise
Within a Rainbow Company, members may be promoted to specific roles. The Finance Role encompasses particular rights and actions such as managing subscriptions and invoices.
NOTE: Users who hold specific rights (finance, operation, administration) may distribute roles to their company members. When they allocate specific rights, they do not lose their own rights. These rights can be given and taken away with a click.
How to Be Promoted to the Finance Role?
To be promoted to the Finance Role,
You have to be endorsed by a user who already holds these specific rights.
This user goes to the "Companies" page and selects "My company."
They choose the tab "Members" to click on the name of the promoted user and go to the very right of this user's banner to click on the three vertical dots.
Choose "Member information" in the unfolding menu before clicking on the tab "Roles."
There, the user can choose to share their rights (Finance, Operation, Administration) with the chosen member by ticking the appropriate box. Click on the blue button "APPLY" to finalize the sharing.
In the list of members, notice the change in the roles' attribution.
NOTE: Roles may be followed by the mention "Read only" when the user does NOT enjoy sufficient rights to assign a role.
What Can a Finance User Do?
A Company member with the Finance Role has access to the "Subscriptions" and the "Invoices" pages.
The Finance Role enables you to assign licenses (Monthly or Prepaid) to the Company members by going on the "Subscriptions" page.
On the "Invoices" page, the Rainbow user with a Finance Role may check invoices.
NOTE: In contrast, the Admin User has only access to the "Consumption" page with Excel files, not to the Invoices that are detailed documents.