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Why can't I see the Wallets menu or one of its pages?

Missing a wallet page, or does Opeaz send you back to the transaction list? It is almost always your role limiting access, with no error message. Check here what your role allows.

Wallet tabs by role

  • "Transactions": all wallet roles. For a pharmaceutical representative, it is the only tab.

  • "Budget allocations" (distribute budget): headquarters and regional director only.

  • "Budget tracking" ("Representative budget tracking" page): headquarters and regional director only.

  • "Transaction types" and "Sectorization" (regions and sectors): headquarters only.

  • If you open a page that your role does not allow, for example through a link you received, Opeaz sends you back to "Transactions", with no error message.

The Wallets menu does not appear in the left menu

  • The "Wallets" menu appears in the left menu only for the headquarters, regional director and pharmaceutical representative roles. Without one of these roles, you do not see it.

You do not see your sectors in the wallet

  • This is normal: only headquarters has the "Sectorization" tab, where regions and sectors are created. A representative or a regional director has no tab for their sectors.

  • If your sector is wrong, your laboratory's headquarters administrator corrects it.

If it does not work

  1. Check that you are logged in with your own e-mail address.

  2. Log out, log back in and reopen the wallet page you want from "Wallets" in the left menu.

  3. If your role or your sector is wrong, ask your laboratory's headquarters administrator to correct it.

  4. If your role should give access to the page and you are still sent back to "Transactions": contact support via the Opeaz bubble. Specify your e-mail, your role and the page you want.

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