Hide Financials User Setting

Getting Started

This article explains the "Hide Financials" setting—what it does, how it can restrict user actions, and how an Administrator can easily enable or disable it.

In This Article

• What "Hide Financials" Does
• Why Users Might See "Unable to Authorize Payment"
• How to Turn the Setting On or Off

What "Hide Financials" Does

When enabled for a user, this setting:

• Hides invoice and pricing information from the user’s view
• Prevents the user from submitting payments—even if the account has sufficient funds
• Still allows the user to prepare and load mailing jobs on the LetterStream website

Why Users Might See “Unable to Authorize Payment”

If a user clicks "Continue to Payment" on a job and receives the message "Your account is not authorized to approve payment,” it typically means they have "Hide Financials" enabled. This blocks their access to billing and prevents them from completing the mailing process.

How to Turn the Setting On or Off

Administrators can manage this setting easily:

1. Log in as an Administrator.
2. Navigate to My Account → Manage Users.
3. Find the target user and click Edit.
4. Locate the Hide Financials checkbox:
   • To enable: check the box.
   • To disable: uncheck the box.
5. Save changes.

Once disabled, the user will regain access to view invoices, pricing, and submit payments.

Need help managing user settings or understanding roles and permissions? Just let us know!