New finance users cannot see sponsor invoices

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Quabbin Clinical Research · New finance users cannot see sponsor invoices

Rachel Feldman reported several new finance users cannot see sponsor invoices, and suspects the single sign-on group permissions. Ruth Okoro asked for two user names and their sponsors to check group membership.

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What happened

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As at Fri 9 Oct 2026

Rachel Feldman reported several new finance users cannot see sponsor invoices, and suspects the single sign-on group permissions. Ruth Okoro asked for two user names and their sponsors to check group membership.

Problem: several new finance users cannot see the invoices for the sponsors they support, and the customer wants no broader access than needed.

Handling: Ruth Okoro asked on 7 Oct 2026 for two user names and the sponsor each should see, so group membership can be compared with the invoice view.

Watch: the ticket status is pending, and the record does not show the customer's reply.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

Prioritynormal

Statuspending

Categoryaccess_permissions

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First response (min)260

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created · Rachel Feldman 7 Oct 2026 14:37
Hello, we have added several new people from our finance team this week, and they cannot see the invoices for the sponsors they support. Their accounts are set up through our single sign-on, so I think the permissions are coming from the group they belong to. Can you help me work out which group needs changing? I would rather not give them broader access than they need. Thanks, Rachel
Public reply · Ruth Okoro 7 Oct 2026 18:57
Hello Rachel, thanks for the detail, that is helpful. To check the access rules I need two things from you: the names of one or two of the new finance users, and the sponsor each of them should be able to see. Once I have those, I can compare their group membership with the invoice view. I will update the ticket once I have checked. Kind regards, Ruth

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
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News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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