A requester in Fairways Guarantees is a user using the Requester module.
Navigate to the Requester Section
- Log in to your Fairways Guarantees account, e.g. https://koesio.financeactive.com/login, and select a customer account, if relevant.
- Navigate to Administration > Requesters.
Create a Requester
- Click Invite Requester.
- Complete the form with all relevant details.
Note: Fields marked with an asterisk * are mandatory.
|
Field |
Description |
|---|---|
|
|
User's email address. Note: Email addresses must be unique within the same Fairways Guarantees account. |
|
Language |
User account language. |
|
Roles |
User's role(s) to define the affected permissions. |
|
Perimeters |
User's accessible perimeter(s). |
- Click Invite User.
The user is invited to join the Requester module.
