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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