Learn how to provide access to your Chase Bank account, so we can set up and maintain your bank feed in Xero or QBO.
From your Ariba Dashboard, click on your initials in the top right corner to expand the settings menu and click on
Setting and then Users
The Manage Roles tab will be selected by default. You can view any existing roles for your account and can create new roles directly from this page by clicking on the blue '+' button
To add a new user to the account, click the Manage Users tab located at the top of the page. You will see any existing users on that account listed as well at the roles they are assigned.
To add a new user, click on the blue '+' button
To add a new user to the account, click the Manage Users tab located at the top of the page. You will see any existing users on that account listed as well at the roles they are assigned.
To add a new user, click on the blue '+' button
Enter in the user information to create a new user account and assign a role. Ariba will email a temporary password to the address provided for the new user account.
If you have not created any roles for your users - you will be prompted to do so now. Click on Create Role.
Enter in the name of the new Role and select the permissions for this role. For Example, if a role needs to view orders and invoices and submit new invoices, they will need Inbox and Order Access, Outbox Access, and Invoice Generation respectively.
Select the newly added role or multiple roles for this user
You can specify if the access applies to all or select customers. Click Done to add the user.
Click Save
