Create a Requester

A requester in Fairways Guarantees is a user using the Requester module.

 

Prerequisites

Contact your Finance Active administrator to:

 

Navigate to the Requester Section
  1. Log in to your Fairways Guarantees account, e.g. https://koesio.financeactive.com/login, and select a customer account, if relevant.
  2. Navigate to Administration > Requesters.

Dashboard_Administration_EN.png

 

Create a Requester
  1. Click Invite Requester.

RequesterManagement_EN.png

  1. Complete the form with all relevant details.

Note: Fields marked with an asterisk * are mandatory.

Field

Description

Email

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).

  1. Click Invite User.

Requester_Create_EN.png

The user is invited to join the Requester module.

Requester_Created_EN.png

Was this article helpful?
0 out of 0 found this helpful