This activity can be performed by:
- Administrator
Background.
During the development of the activities within portaldeproveedores.mx, the company needs to register a new User(s) who will have certain functions or responsibilities within portaldeproveedores.mx.
Description of the roles that can be assigned.
- Administrator. Can edit, delete or add new sections or configurations within the portal.
- File Validator. User in charge of receiving, reviewing, authorizing or rejecting the digital file of the Supplier(s) assigned to him.
- CFDI Receiver. Role in charge of receiving, revising, authorizing or rejecting the receipt of the Supplier(s) assigned to him.
- Supervisor. User in charge of receiving, reviewing, authorizing or rejecting the receipts that were previously authorized by the CFDI Receiver.
- Accounts Payable. Role in charge of receiving, reviewing, authorizing, rejecting and integrating the vouchers within a Payment Order.
- Treasurer. User in charge of executing the Payment Orders that were previously created by Accounts payable.
- File Manager. User in charge of organizing the Suppliers with the File Validator, when a File Validator has not been registered, this User fulfills the functions of a validator.
- Special File Validator. Role assigned to those collaborators who will be the experts in reviewing some data or data.
To register a new User within the portaldeproveedores.mx application, go to the Configuration > Users menu.
Through the following video you will be able to see how to register a new User.