Linking Accounts to an End User - Controlling contract access
These linked accounts control which contracts the user can view/take action on in the portal.
For an ASPIRE account to appear in the list, all of the following must be true.
- The account must be associated with one or more booked deals with a Contract Role Type of either “Customer” or “Guarantor"
- The ASPIRE contract Private Label must match the Private Label set for the selected Site
If you cannot find the account you are looking for:
- Verify the ASPIRE site to which the portal is connected. The account data will only come from that ASPIRE site.
- Verify which ASPIRE Private Label is mapped to the selected Site. The default/initial Site will generally be configured to include ASPIRE contracts with no Private Label selected.
- Confirm the two requirements in the previous section.
- Confirm that at least 5 minutes has passed since the given account was booked on its initial contract in ASPIRE.
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