The Financial Access tab lets you specify which team members can view the Financials section for each job. Instead of granting broad access to all staff, you choose permissions on a per‑job basis, ensuring that sensitive financial information is visible only to the individuals who need it. This approach streamlines permission management and strengthens data security across your projects.
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Open a job
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Go to the Financial Access tab
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Tick the checkboxes next to the staff who should be able to view financial data for this job
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Changes save automatically
Only the selected users will now see the Financials tab for this specific job.
🔧 Managing Permissions
To enable or configure this feature, Super Admins can go to:
Settings > Roles and Permissions > Job Permissions > Financial Access Tab
From there, you can adjust whether specific roles can manage financial access or just view what’s already set
✅ Why Use This Feature?
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Limit access to sensitive financial info
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Avoid giving blanket financial access to all staff
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Control visibility on a per-job basis
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Enhance data security and role-specific access