Users who have not been assigned to any invoice profiles will only have access to the profile that has been designated as the company's default invoice profile.
As an admin, you may assign users to more than one invoice profile if the user may be transacting for more than one entity. This would also allow them access to the company payment methods that were linked to the respective invoice profiles.
Assign users to invoice profile
- Sign in to your Navisteps admin account
- Go to Company Settings -> Invoice Profiles
- Click on the edit icon on the invoice profile that you would like to edit
- Under the section Users Assigned to this Profile, type a user's name to search for the user. Check the box to the left of the user's name to select the user.
- Click Save to finish
Get in touch with us at [email protected]isteps.com if you need any help.