Q: We have an Invoice Approver that is not able to approve invoices. We logged in as them through uManage and cannot view the Approve Invoice option as well. They have all the necessary permissions in uManage so why would this be?
A: The Invoice Approval area has a secondary layer of security to prevent users without the privileges from approving invoices. This means the Board Member will need to sign in directly to their Portal site without using any external login or access point. Additionally, if internally users in uManage attempt to use the "Go to Site" functionality they will not be able to view the Approve Invoice icon as well. If this user signs in directly to the Portal URL using their Username/Password, they should have access to approve invoices.
Q: We have a report subscription that isn't appearing on our Board Reporting. Why might this be?
A: There are a few areas to check to ensure the Report Subscriptions appear on the Board Portal:
1. Ensure the Reports > Manage Report Subscription "BP Associations" tab for this subscription includes the necessary Communities:
2. Ensure there is a Board Portal Report Group created on the Portals > Board Portal > Manage Board Portal Report Group and that Group includes the Subscription in question:
3. Ensure that the "Show On Board Menu" or the "Show On Board Report Page" options are selected:
