Check the user has privileges on Access Financials as follows:
If a user does not appear in the Financials Users list, it is likely due to their security profile code being set to "NOACCESS." This profile code prevents the user from being displayed in the list.
Log into Access Evo as an admin user.
In the top left, click the members icon.
In the search bar, enter the user email address. The user details will display in a box.
In the top right of this box, click the three vertical squares icon, and select Manage Roles.
Select appropriate privileges for the user in Access Financials.
Click Save Changes
If the user does not appear in the Financials Users list, temporarily grant them Financials access via "Manage Roles" for a few minutes. This action prompts the system to update the user’s profile code to a recognized status.
Once the profile code updates, assign the user FinOps (ACloud) access. Note: Avoid setting user profiles to "NOACCESS" unless absolutely necessary, as this can cause visibility issues.