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User doesn't have access to workflow form

Updated over 3 weeks ago

This issue normally occurs when the User's email address is missing from their User Record in Financials.
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To resolve this; please follow the steps below:

  1. Open the Financials Application, on the correct Database from within the My Products menu in Workspace

  2. Click System, Security, Users

  3. Search for the User in question

  4. Once located check their Email Address field is:

    • Not Empty

    • Matches their email address per their Workspace account

  5. Correct the record where this is wrong

  6. Get the User to log out of Workspace and back in again. It should now work within FinOps.

If this still does not work, or you are struggling in checking the user details - our support team will need to investigate, run scripts or liaise with the hosting or development teams. Any Issues with contacting us, please see the following Get support in Financial Operations.

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