Access Management

Like for any other plugin, in order to modify permissions for Finance, you should go to Administration -> Roles and permissions. Click on a role you would like to modify, and then scroll down to the Finance section. Enable or Disable the appropriate fields:


  • View finance
  • Add operations
  • Edit operations
  • Edit own operations
  • Delete operations
  • Comment operations
  • Delete comments
  • Manage operation invoices
  • Manage operation relations
  • Import operations
  • Approve operations
  • Manage public queries
  • Save queries
  • Edit accounts
  • Delete accounts

Please check the below screenshot reference to make the situation more clear:


Video demonstration

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