How can I control builder user permissions for viewing financial information?

How can I control builder user permissions for viewing financial information?

Kevin Fitzpatrick

Users with admin access can control and limit non-admin users' ability to view general financial information.

To do so, go to Contacts > Team Members and click Edit from the ellipse menu next to the desired builder user.

If you check the View permission under General Financials, then the user will be able to view financial and pricing information across all projects they have access to, as well as the ability access Bids, Budgets, financial details on Change Orders, Invoices, Proposals, and Purchase Orders for the projects they have access to.

If you uncheck the View permission under General Financials, then the user will not be able to view any financial information in the system.

If you would like the team member to be able to access the following, you must check the Edit permission under General Financials :

  • Edit the Estimate, Bids, Budget, Change Orders, Invoices, Proposals, or Purchase Orders for projects
  • Change any budget information, prices, and allowances on Specs & Selections
  • Update or edit base price, total price, change order amounts, and payment summary information on the Summary page
  • Download project data

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