Security and Access Issues

Use this table to troubleshoot security and access issues that affect Payables Agent users.

Issue	What to check	Corrective action
User can’t access a Payables Agent page	Check assigned privileges, custom roles, permission groups, and role provisioning.	Assign the required access and process permission-group policies.
User can access the page but sees no invoice data	Check Business Unit data security for the user and role combination.	Assign Business Unit access and process permission-group policies.
User can’t drill down from Invoice Document Streams to Invoice List	Check whether the user has Invoice List access and Business Unit access for the invoice.	Assign the required Invoice List privilege and Business Unit access.
User can’t download source documents	Check whether the user has the source-document download privilege and access to the invoice Business Unit.	Assign source-document access only to users who require it.
User can’t open the Correction Spreadsheet	Check whether the user has the correction-spreadsheet privilege and access to the invoice Business Unit.	Assign correction access to users responsible for rejected-invoice correction.
Recent security changes don’t take effect	Check whether permission-group policies were processed after the change.	Process permission-group policies and retest with the affected user account.
User can’t access Compliance & Control	Check whether the user has the Manage Payables Compliance and Control or View Payables Compliance and Control privilege.	Assign the appropriate privilege based on whether the user must manage or only review policies and controls.
User can view policies but can’t modify them	Check whether the user has only the view privilege.	Assign Manage Payables Compliance and Control only when the user is authorized to create or modify policies and controls.

The Compliance & Control experience requires the applicable manage or view privilege.