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User does not show up in Manager list under Project Management

For a user to appear in the Managers list within a project, they must be a user in both Financials and FinOps, and have the Can be project manager option selected on their resource record:

Also check that the user is in the correct Security Profile in FinOps Administrator to see the Project Management tab.

To add a user to a security profile in FinOps Administrator:

  1. Browse to the hosted gateway link and log in with your cloud details.

  2. Open FinOps Admin and connect to the relevant database.

  3. Click System Control, then click Security Profiles.

  4. Select a profile and click Members.

  5. Find the user ID in question from the list on the right.

  6. Click Add.

  7. Click the three-dot button next to the resource code and select the correct code (the same as the user ID).

  8. Click OK.

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