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.
Open a job
Go to the Financial Access tab
Tick the checkboxes next to the staff who should be able to view financial data for this job
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?
Limit access to sensitive financial info
Avoid giving blanket financial access to all staff
Control visibility on a per-job basis
Enhance data security and role-specific access