To access invoices and other financial information in your account, you need to associate a financial role with all users authorized to view this information.

There are two predefined financial roles: Finance and Finance Full Access. We will use the Finance role as a reference for this article, but the steps detailed below are the same for both roles.

You can associate a user with the existing Finance profile:

8. In VTEX Admin, click the logged-in user's initials in the top right corner.
9. Click Account settings.
10. Click User Roles.
11. Click New Role.
12. Select the Finance profile.
13. Add users to this access profile.
14. Click Save.

The financial access profile is now created and available to be associated with existing users.

You can associate a user with the existing Finance profile:

1. In VTEX Admin, click your name in the top right corner.
2. Click Account settings.
3. Click Users.
4. Select the user you want to associate.
5. Click Add profiles.
6. Select the Finance profile and click Add profiles.
7. Click Save.

The selected user is now associated with the Financial access profile and will be able to access invoices, contract information, billing, and other financial data.