Access Control for Financial Management

Created by Monica Madan, Modified on Wed, 19 Jul, 2023 at 5:44 PM by Monica Madan

  • Plan Availability
  • Essential
  • Standard
  • Premium
  • Enterprise

ACCESS

ADMIN

SUPER USER

COLLABORATOR

Can see revenue numbers and budget on projects 

Can see the budget and rates tab on project settings

Can edit the project budget and project hours in project settings

Can change the project rate cards 

Can manually set project billing rates 

Can see cost, profit and margin numbers on projects 

Can view rate cards settings page 

Can create or update rate cards 

Can manage cost for roles and people 

 

Note: If you are a project owner you can
- View revenue numbers and budget on projects
- View budget and rates tab on project settings
- Edit the project budget and project hours in project settings
- Change the rate cards on the project




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