Can I restrict the access to financial details?

In Contractor Foreman you can restrict the access to the Financial Details of the Project to your employees simply by making sure that the Role assigned to them does not have access to the Financials of the Project.

The first thing we will do is to confirm the Role that our employee has. Go to the Directory Module, open the employee’s profile and confirm their role.

In our example Charles Smith has the “Office Support” role, now it is time to make sure that he does not have access to the Financials in the Projects Module. It is time to go to the System Settings, Roles, and open the”Office Support” role. Please remember that this is the example, you can do this with any other role.

Click on the edit button for the role you want to open and scroll down to the Projects Section. Once there, make sure that they have no access to “Financial (Tab)”, “Reports (Tab)”, “Project Balance Remaining (Field)” and “Project Budget Amount (Field)”. By doing this, you will restrict the access to the financial details of your project to your employees with the assigned role. Do not forget to click on the blue Save Button.

Just to confirm that this change in my settings work, let’s now look at how my employee will see any of the projects.

Notice that Charles cannot see the Project Summary, has not access to the Financials Tab and no access to the Reports Tab.