Finance Permissions

admin fundrequest

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admin-fundrequest-add Create a new administrative fund request

admin-fundrequest-disburse Disburse funds for administrative requests

admin-fundrequest-payment Process payments for administrative fund requests

admin-fundrequest-review Review administrative fund requests

admin-fundrequest-view View administrative fund requests

admin-fundrequest-view-all View all administrative fund requests

baseproject(s)

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baseprojects-add Add base project entry

baseprojects-delete Delete base projects

baseprojects-edit Edit existing base projects

baseprojects-view View base project

clients

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clients-add Add new clients

clients-delete Delete client records

clients-edit Edit client information

clients-view View client details

countries

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countries-add Add countries to the system

countries-delete Remove countries

countries-edit Edit country data

forecast lines

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forecast-lines-add Add forecast lines

forecast-lines-audit Audit forecast lines

forecast-lines-review Review forecast lines

forecast-lines-validate Validate forecast lines

forecast-lines-view View forecast lines

forecast-lines-view-all View all forecast lines

general pos

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general-pos-add Add general POS entries

general-pos-delete Delete general POS entries

general-pos-print Print general POS documents

general-pos-review Review general POS entries

general-pos-view View general POS entries

general-pos-view-all View all general POS entries

generaldata

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generaldata-delete Delete general system data

generaldata-manage Manage general system configurations

globalforecast

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globalforecast-add Create global forecast entries

globalforecast-delete Delete global forecast entries

globalforecast-edit Edit global forecast entries

globalforecast-view View global forecasts

kads

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kads-add Add KADs

kads-delete Delete KADs

kads-edit Edit KADs

kads-view View KADs

pricebook

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pricebook-add Add items to pricebook

pricebook-delete Delete items from pricebook

pricebook-edit Edit pricebook items

pricebook-validate Validate pricebook changes

pricebook-view View pricebook

risks register

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risks-register-add Add risks to register

risks-register-delete Delete risks from register

risks-register-edit Edit risk register

risks-register-update Update risk register

risks-register-view View risk register

roles

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roles-manage Create and assign roles

roles-view View roles and permissions

sale sites

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sale-sites-view View sales sites

sales

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sales-add Create new sales orders

sales-confirm Confirm sales orders

sales-delete Delete sales orders

sales-edit Edit sales orders

sales-extend-aging Extend aging terms for sales

sales-view View sales records

sales invoices

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sales-invoices-log-payments Log payments against invoices

sales-invoices-print Print invoices

sales-invoices-raise Issue/Raise new invoices

sales-invoices-view View own invoices

sales-invoices-view-all View all invoices

sales modification

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sales-modification-audit Audit sales modifications

sales-modification-delete Delete sales modifications

sales-modification-review Review sales modifications

site fundrequest

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site-fundrequest-add Create a new site-level fund request

site-fundrequest-payment Process payments for site-level fund requests

site-fundrequest-review Review site-level fund requests

site-fundrequest-view View site-level fund requests

site-fundrequest-view-all View all site-level fund requests

site pos

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site-pos-add Add site POS entries

site-pos-delete Add site POS entries

site-pos-review Review site POS entries

site-pos-view View site POS entries

site-pos-view-all View all site POS entries

sites

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sites-add Register a new site

sites-assignation Assign resources to sites

sites-delete Delete site records

sites-view View sites

sites-view-all View all sites

sites-view-pm View sites as PM

sites reassignation

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sites-reassignation-request Request site reassignment

sites-reassignation-review Review site reassignment requests

sites-reassignation-view View site reassignment history

skillset list

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skillset-list-manage Manage list of skillsets

technical acceptance

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technical-acceptance-add Add technical acceptance record

technical-acceptance-close Close technical acceptance

technical-acceptance-view View technical acceptance

technical-acceptance-view-all View all technical acceptances

users

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users-manage Manage system users

users-view View system users

vendors

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vendors-add Add new vendors

vendors-delete Delete vendors

vendors-edit Edit vendor information

vendors-validate Validate vendor credentials

vendors-view View vendor list

vendors documents

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vendors-documents-add Upload vendor documents

vendors-documents-delete Delete vendor documents

vendors-documents-view View vendor documents

vendors teamleads

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vendors-teamleads-add Add vendor team leads

vendors-teamleads-deactivate Deactivate vendor team leads

vendors-teamleads-delete Delete vendor team leads

vendors-teamleads-edit Edit vendor team leads

vendors-teamleads-evaluate Evaluate vendor team leads

vendors-teamleads-view View vendor team leads

weekly budget

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weekly-budget-audit Audit weekly budgets

weekly-budget-reconcile Reconcile weekly budgets

weekly-budget-review Review weekly budgets

weekly-budget-validate Validate weekly budgets

work orders

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work-orders-add Add work orders

work-orders-delete Delete work orders

work-orders-review Review work orders

work-orders-view View work orders

work-orders-view-all View all work orders

Notifications