Access to financial information in Celoxis can be restricted by denying financial permissions to specific roles. All users belonging to those roles will not be able to access financial information in Celoxis.
There are two permissions related to accessing financial information in Celoxis -
- View Financials - Ability to view financial fields related to projects, tasks and other work items.
- Add/Edit Financials - Ability to add and edit financial fields related to projects, tasks and other work items.
You can locate these permissions under the Account Management section >> Access Control of the Administration page.
Specifying permissions at this level is globally applied to all financial fields across all work items. Additionally, if you want to restrict access for a particular project, you can do so by accessing the project’s Access Control dialogue using the More >> Access Control function.
Note that client accounts do not have access to financial information in Celoxis.