Assign the Finance role to company members

This article allows resellers to assign the Finance role to some company members.

With the Finance role, company members have access to:

• Subscriptions: this section lists the user licenses already subscribed or available for subscription. It allows to subscribe to new licenses, manage existing licenses and assign licenses to company members.
• Invoices: this section lists the invoices generated for the company and related to Rainbow charged services. These invoices can be downloaded in Excel format.

Prerequisite: To be able to assign the Finance role to other users, you must also have this role in your settings (Administration role is not sufficient).

Assigning the Finance role to a company member

1. From the Rainbow administration interface, click on the Manage your customers icon at the bottom of the left panel.
2. In the left panel, click on My company, then Members.
3. In the right panel, click on the name of the target company member and select the Roles tab.
4. In the Roles panel, select Finance and click on Apply.
   Note: A role followed by the mention read only is a role you do not have the right to manage.

Finance is displayed in the Roles column for the corresponding company member:

Company roles and features