Settings & Users

Pagero Online offers different levels of user rights. These types can be divided in three parts: Normal user, Administrator and Company Group Administrator. If you are not sure which user type you have, the easiest way to find out is to look if you have access to your company's settings. If you can't access and edit other users in your company, you are a normal user. If you don't have access to Company Group Settings, you are not Company Group Administrator.

• Normal user has the lowest rights and therefore can't make any company-wide changes to settings. Usually normal users have access only to sent & received documents, as well as basic analytics if that service has been activated to the company.
• Administrator can access and edit singular company's settings and userbase. All official requests for changes to Pagero Support must come from Administrators. Most of the articles in Support Center are aimed at Administrators. Administrators are responsible for creating new user accounts.
• Company Group Administrator has the same rights as an Administrator, but for multiple companies at once. This means that if your company is part of an enterprise group, Company Group Administrators are responsible for managing the userbase of multiple companies. You can read more about Company Groups here.

1. Go to Settings - Settings - Outbound

2. Turn duplicate control off by choosing No control and on by choosing a month indicating the beginning of your fiscal year.

3. Click Save at the bottom of the page

4. Resend any documents that have stopped in duplicate control in Handle documents with error.

Please note that the detection only checks against invoices created after the duplicate control setting was enabled. If the setting is turned off and back on, invoices sent while the setting was Off will not apply for duplication check.

Sent document in error
If you have documents in error that have not yet been handled, you will receive daily reminders of these unhandled erroneous documents until the document has been deleted or successfully resent.

Received document yet to be fetched
If you have setting Daily email notification set ON. Pagero will send daily reminders if you have inbound documents (invoices, orders, etc.) that you have not yet fetched into your system.

Customer & Supplier directory requests
If you use Pagero Online features Suggest new customer or Suggest new supplier to have your supplier or customer added to Pagero's public directory, you will get a Pagero Message once the request has been handled informing you whether the request was approved or rejected.  Additionally, if you have a closed customer or supplier directory, you will also receive messages whenever a customer or supplier requests to add you to their directory in Pagero Online.

You can further manage settings regarding Pagero messages, such as how frequently you receive email notifications about your messages and to which email addresses, you can update your company and user settings. 

To choose the notifications for your own user account go to Settings - settings - User settings. There you can choose whether to receive mail notifications or not. 

For company-wide settings you must be logged in as a Company Administrator and go to Settings - Settings - Company Settings.

Starting in the General tab, you can change the mail notification settings under the header Mail. Here you can choose whether you'd wish to be notified via email whenever you receive a new message in Pagero Online (eg. for erroneous documents). You can also decide a specific email address where these notifications should be sent. You can even place multiple addresses if you separate them with a semicolon.

In the tab Notifications you can manage how your company should receive notifications about documents that are not yet fetched from PO into your system. Here you can choose if you wish to receive these notifications to a specific, separate email address, as well as if you'd wish to receive daily reminders until the documents have been fetched.

1. Go to your company account by clicking Edit Profile button next to your company's portrait on the left, or by clicking top right corner and choose Company Account.
2. Navigate to Security.
3. Press Choose File and select your certificate, then press Upload.

1. Click Edit account next to your company's logo. This will take you to your company account page where you can edit settings and manage your userbase.
   
   
2. Navigate to Users tab, then select Add new user.
3. This will open a new window to the right where you can fill in user's information. Create User button will send activation link to new user's email address.
   
4. In order to edit users rights, you can simply click their username and navigate to User Roles.

If you do not have enough user licenses, please contact your Pagero salesperson or purchase an additional user from the Pagero Store by clicking on Store at the top bar.    

Then click on Additional Pagero Network User and then Request Quote.

1. Click Edit account next to your company's logo. This will take you to your company account page where you can edit settings and manage your userbase.
   
   
   
2. Navigate to Users tab and click the user you wish to edit.
   
3. This will open a new window on the right where you can edit the user's name, email address, change user permissions, and lock or unlock a user account. Company administrators can also grant administrator permissions to existing users and change their username.
   
4. Remember to press Save.
5. Here you can also remove users, by pressing Delete button. This will open a confirmation dialog where you must again choose Delete.
   

1. Navigate to Edit Account next to company's logo, then choose the Users tab.

2. Here you will find the list of your company's users. In order to see specific user's login activity, click the user, which will open a new window. User change log will appear at the bottom. This log will keep track of failed login attempts. When login is failed five times, the user account will be locked. Admin users can unlock the account inside the User Status window.

Administration of of all user authentication settings are limited to company admin users. Note that enabling two-factor authentication for your company will apply it to all of it's users.

1. Go to Settings - Company information

2. Go to Security settings

3. In Company authentication method, choose two-factor authentication and the authentication method you wish to use.

4. Click Save at the bottom of the page

Go to Settings - Settings - Company settings, then navigate to the Archive tab.

1. Begin by selecting which country's jurisdiction should be applied
   1. Go to the setting Select jurisdiction and select the applicable country from the drop-down.
2. Select Retention type
   1. Which retention options you are presented with depends on the country you have selected in step one. The selection displayed are all the options identified in your selected country.
   2. If your country only has 1 retention rule applicable for all documents, only the Standard type will be available for selection.
3. Click Save

Go to Settings - Settings - Company settings, then navigate to the Archive tab.

1. Begin by selecting which country's jurisdiction should be applied
   1. Go to the setting Select jurisdiction and select the applicable country from the drop-down.
2. .Check the checkbox Customize Retention Time to activate this option.
   1. Checking the check box confirms that you choose to use your own configuration for the account. Doing so disqualifies the account from any automated regulatory updates identified by Pagero’s Regulatory team.
3. Select the number of years your documents should be archived for under Set preferred Retention Time.
   1. The drop-down offers options between 1-30
   2. Click Save