Set up a link to Financial Manager on the portal page. Right now a link appears only because it's mentioned in announcements.
Showing 2 ideas for tag "financialmanager"
41 up votes
1 down votes
Right now the user name and password grant full admin access to the account. Paralegals should have permission to log in and pay using secure credentials, but should not have full admin access to the account.
7 up votes
3 down votes