Set Up a Responsible User for Synchronization Accounts

In GetMyInvoices , a responsible user can be assigned to each sync account. This user receives automatic notifications via email and in the portal as soon as a connection expires and requires their attention. This allows responsibilities to be clearly assigned and problems to be resolved more quickly. This feature helps resolve connection issues promptly.

Step 1

• Click on the account name in the top-right corner.
• Select Synchronization from the dropdown menu.
• On the right side of the desired account, click the three-dot icon.
• Select Edit.

Step 2

• In the settings window, scroll down to the Responsible User option.
• Select a user from the dropdown menu.

Note: The selected user must have full access to GetMyInvoices. Users with restricted workflow access cannot be designated as responsible users.

• Confirm changes by clicking Save.

Notifications for Responsible Users

Once a responsible user has been designated, the following notifications are sent automatically:

• Immediate notification: Immediately upon expiration or disconnection.
• Reminder after 3 days: If the account has not been restored.
• Weekly reminder: Every 7 days until the account is reconnected or deactivated.

These notifications are predefined and remain active regardless of the general notification settings.

Reconnect the synchronization account

When you receive a notification, proceed as follows:

1. Click the account name in the top-right corner.
2. Select Synchronization from the drop-down menu.
3. Select the affected account and open its settings.
4. Follow the on-screen instructions to reconnect or re-authenticate the account.