Finance permissions control access to sensitive financial data and actions within the system. Assigning the correct finance permissions ensures that users can view, edit, or manage payroll, invoices, and compensation settings according to their role, while maintaining security and compliance.
Properly configuring finance permissions helps protect your organisation from unauthorised changes while allowing employees and managers to perform their tasks efficiently.
Employees must be assigned to the corresponding permissions group for Finance permissions to apply.
How to set up your Finance permissions
- In your sidebar, go to Settings
- Click on Permissions
- Select the Finance section
- Enable or disable the permissions
- Click on Save changes
Some of these permissions let you choose the specific scope of a permission: deciding who a user is allowed to perform a the action on.
- For themselves: Only on their own profile/data.
- For direct and indirect reportees: On employees who report to them, directly or through a hierarchy.
- For people on teams they lead: Only on members of teams they manage.
- For people in their legal entity: Anyone in their department, branch, or company entity.
- For the whole company: Across all employees in the organisation.
Finance permissions
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Assign ledger accounts to resources
This permission allows the employees inside the specific group of permissions to assign ledger accounts to other Factorial resources.
The user must have permission to See ledger accounts.
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Create finance budget
This permission allows the employees inside the specific group of permissions to create new budgets.
They will only see the budgets that they either own or are viewers of.
-
Create finance spending policies
This permission allows the employees inside the specific group of permissions to create spending policies
Learn how to do it here.
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Delete finance spending policies
This permission allows the employees inside the specific group of permissions to delete spending policies.
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Manage cost centres
This permission allows the employees inside the specific group of permissions to see cost centre management capabilities in the Finance app.
The user must have permission to See financial workspace.
Learn more here.
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Manage finance budgets
This permission allows the employees inside the specific group of permissions to create and manage all company budgets.
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Manage finance contacts
This permission allows the employees inside the specific group of permissions to manage finance contacts.
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Manage finance invoices
This permission allows the employees inside the specific group of permissions to manage finance invoices.
The user must have permission to See finance invoices.
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Manage ledger accounts
This permission allows the employees inside the specific group of permissions to change the chart of accounts.
The user must have permission to See ledger accounts.
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Manage sales financial documents
This permission allows the employees inside the specific group of permissions to manage sales financial documents.
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Manage your company's tax types
This permission allows the employees inside the specific group of permissions to create, edit, update and delete tax types for the company.
Learn how to do it here.
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See finance invoices
This permission allows the employees inside the specific group of permissions to see finance invoices.
Enable this permission for Manage finance invoices to work.
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See financial workspace
This permission allows the employees inside the specific group of permissions to see their financial data and all of their reportees.
Enable this permission for Manage cost centers to work.
Learn more here.
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See ledger accounts
This permission allows the employees inside the specific group of permissions to see the chart of accounts.
Enable this permission for these to work:
- Assign ledger accounts to resources
- Manage ledger accounts
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See whole's company financial data
This permission allows the employees inside the specific group of permissions to see the financial data for the entire company.
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Update finance spending policies
This permission allows the employees inside the specific group of permissions to update spending policies.
Learn how to do it here.
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Manage deals
This permission allows the employees inside the specific group of permissions to create and edit deals.
You can choose the scope of this permission.
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Manage quotes
This permission allows the employees inside the specific group of permissions to created and edit quotes.
You can choose the scope of this permission.