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. WIKI LINK HOW TO: CREATE A NEW MODULE LEVEL <FINANCE>

Finance Module Summary

Understanding Budgets and Budget Items

Understanding Budget Item Approval and Approval Notifications

Understanding Budget Alerts

Finance Module: Module Level Permissions

Budgets Page: Active / Closed / Archived Tabs

Budgets Page: Reports Tab

Budgets Page: Module Settings Tab

Invoices Page

Finance Module Email Alert Summary

List of Finance Module How Tos

Finance Module: Module Level Permissions