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Finance User Directory Overview

Published 2026-08-24 5 min read
Who is this article for?
This guide is for Financial Secretaries seeking operational guidance on BursaPay workflows.

UI Navigation Path (Step-by-Step)

  1. Open the relevant Finance workflow.
  2. Select the user, payment, fee, top-up or account context.
  3. Review the available financial records and filters.
  4. Verify the displayed result and related audit trail before acting on it.
Verified BursaPay finance workflow: Explains the Finance user directory used to inspect organisation, registrar, ambassador, vendor and founder financial contexts.

1. Overview & Purpose

The Finance user directory is a role-based operational index that routes authorized staff to the appropriate financial profile.

2. Requirements & Setup

Finance access is required and the target user must exist.

3. Step-by-Step Workflow

  1. Open the relevant Finance workflow.
  2. Select the user, payment, fee, top-up or account context.
  3. Review the available financial records and filters.
  4. Verify the displayed result and related audit trail before acting on it.

4. Rules & Troubleshooting

The directory is for financial operations; it is not a substitute for the account-management or developer dashboards.

5. Verification & Next Steps

Open the correct user type before investigating a financial issue.

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