If a user clicks the Documents button on a Purchase Order or Purchase Invoice in FinOps and receives an error or cannot access the area, their Documents permission may not be enabled. This is set in the Members area of Access, not in FinOps Administrator.
How to enable Documents access for a user
You will need to have access to the Members area of Access to carry out these steps:
Go to the Members area of Access.
Locate the user who needs Documents access.
Click the three dots (...) next to their name.
Select Manage roles.
Find the Documents permission and change the access level from No access to User.
Save the changes.
Once saved, the user should be able to access the Documents area on their next attempt. Ask them to try again — they may need to refresh FinOps or log out and back in.
If the error persists or you do not have access to the Members area
If updating the Documents permission does not resolve the error, or if you do not have access to manage roles in the Members area, speak to your Access Evo administrator. If they dont have access to manage roles then contact the support team and provide:
The name and username of the affected user.
The Purchase Order or Purchase Invoice reference they were trying to view documents on.
A screenshot of the error message if one was shown.