Finance Module: Module Level Permissions
The default permissions that are granted to each module level in the Finance Module are managed through the Access Levels Tab of the Site Settings Module.
There are four base Module Levels with default permissions in the Finance Module that cannot be altered by the user:
Finance Module - Module Level Permissions Table | |
Module Level | Permissions |
Admin | Can access active budgets, Can access closed budgets, Can access archived budgets, Can view accessible budgets assigned to me, Can view accessible budgets of supervised users, Can view accessible budgets of all users, Can submit budget items for approval for budgets assigned to me, Can submit budget items for approval for budgets of my supervised users, Can submit budget items for approval for all budgets, Can edit existing budget items for viewable budgets (including the notes field), Can edit existing budget item notes field, Can create and delete budget items for viewable budgets, Can edit budgets, Can create and delete budgets, Can mark budgets paid, Can archive and un-archive budgets, Can close and open budgets |
Supervisors | Can access active budgets, Can access closed budgets, Can access archived budgets, Can view accessible budgets assigned to me, Can view accessible budgets of supervised users, Can submit budget items for approval for budgets of my supervised users, Can edit existing budget items for viewable budgets (including the notes field), Can edit existing budget item notes field, Can create and delete budget items for viewable budgets, Can archive and un-archive budgets, Can close and open budgets |
Employees | Can access active budgets, Can access closed budgets, Can access archived budgets, Can view accessible budgets assigned to me |
Observer | Can access active budgets, Can access closed budgets, Can access archived budgets, Can view accessible budgets of all users |
Customized Module Levels can be created.
How To: Create a New Module Level (Finance Module)
To access an attachment associated with a specific budget item, go to the Active Tab of the Budgets Page in the Finance Module.
Attachments can also be accessed for Closed or Archived Budgets on the appropriate tabs.
Clicking on the attachment file number in the attachments column opens the associated attachments file name as a clickable links that, if selected, will open the attached file for viewing.
You can also access your attachments by clicking on the budget name or the eyeball icon in the actions column of the Active Budgets Table which opens the Budget Items Per Budget Table.
Click on the attachment’s entry for the desired budget item opening a modal with the attachment name. Click the attachment name and the attachment will automatically be downloaded to your personal device.
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