In Horizon Finance, only Admin users have the ability to create new users. Outsourced Service Providers do not currently have permission to add users directly and must follow the ticketing process described below.
🧾 How to Request a New User
If you're an Outsourced Service Provider and need to onboard a new user, please follow this process:
1. Raise a Ticket via the Platform
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Click on the Support Icon 🗨️ on the bottom right of the screen
Follow the prompts to Raise a New Ticket.
2. Include the Following Information in the Ticket:
| Field | Description |
|---|---|
| Full Name | Full name of the new user |
| Email Address | Work email address of the user |
| Entities | List of entities the user should access. 🔹 If left blank, user will be given access to all entities available to your organization. |
| User Role | Specify whether the user should be a Maker or Checker. 🔹 Learn more about user roles |
📌 Example Ticket Content:
Name: Jane Doe
Email: jane.doe@provider.com
Entities: Entity A, Entity B
Role: Checker
✅ What Happens Next?
The Horizon Finance Admin team will process the request.
Once the user is added, they will receive a welcome email with login instructions.
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