If a user has management access to his or her company, or if they are assigned as the Primary and/or Billing contact, he or she will be able to see and pay transactions for the company and related contacts in the Member Compass.
First, ensure that this user has management access. To check this, follow these steps:
- Open the company record on the backend.
- Go to the Staff tab.
- Click the arrow to the right of the user's name.
- Click "Give management access" in the drop-down. You could also assign them as the Primary and/or Billing Contact if appropriate.
Next, instruct the user to login and visit their Member Compass, accessed by clicking on their name on the top right of the website. Once there, the user will be able to click on the Account History tab.
From this view, they will see all transactions for themselves and related contacts.