Summary:

This guide explains how to assign invoice matching (order matching) rights to a user in the Basware P2P Admin Tool. 

Make sure:

The user who will be assigning matching rights to other user should have the admin rights only then he will be able to assign it.

Instructions:

        Please follow these steps in P2P Admin:

1. Click on the Users tab and select the user to whom you want to assign the matching rights. Check which group the user belongs to.(e.g., the user belongs to the "Invoice Reviewer" group).

 

2. Next, click on the User Groups tab and select the group the user belongs to, such as Invoice Reviewers. Then, click on "Invoice Reviewers."

 

 

 

 

3. On the right side, you will see a list of users. Click on Roles in the Home Organization Unit to check the user role for the selected user group (e.g., Invoice Reviewer).

 

 

4. Then, click on the User Roles tab and select the user role, which is Invoice Reviewer.

 

 

 

 

 

 

 

5. On the right side, you will see the Module Options. Go to the Module Options and select the Order Matching field. You will see different options.
   Here, you can assign the rights you want to give the user. If you wish to assign all rights, tick the checkbox and click Save. The Order Matching rights will be assigned to the user.