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Understanding Financial Permissions

 

Review, Request, and External Licenses do not have access to Financial Data. Financial access is controlled through object hierarchy. The owner has default access and needs to share access to the object through permissions. When sharing permissions, the owner determines the level of financial access users have on the object. 

Regardless of Finance access, a user can always view expenses they add and any those added by subordinates. Expense managers can view all expenses in the system.

     

Financial Data Permission

The following table displays what permissions you can grant users when allowing them to View, Contribute, or Manage financial data:

 
Actions Manage Contribute View
Manage Billing Record    
Mange/View Role Billing and Cost Rates     
Manage/View User Billing & Cost Rates    
View Finance