Foundations and setup
Understanding financial permissions and restricted company access
Financial permissions are more specific than a general project role, so each person can have access that matches their work.
Financial permissions are more specific than a general project role, so each person can have access that matches their work.
Best for: Administrators and users missing a menu or action · Outcome: Identify the exact access to change.
A user may be allowed to:
- View all financials or only records tied to companies they belong to
- View the Prime Contract, vendor Commitments, or both
- Submit invoices without approving them
- Approve invoices without unapproving them
- View payments without adding or editing them
- View reports without managing the records that feed them
- Edit Draft records but not executed contracts
Subcontractors commonly receive access limited to their own company. If someone needs one additional financial action, update the specific permission where possible instead of expanding the entire role.
The Invoices page opens the Subcontractors or Owner view based on the user's permissions. This means two people on the same project may see different tabs and records.