Access and interaction with Financials can be controlled by broad permissions and permissions specific to the page.
- Navigate to the Financials page and click Permission in the left-side menu.
- Click [Show Advanced].
- Make applicable changes, and then click Save.
Permissions List
| Detailed Area | Description |
| Content | Permits the user to edit custom content. |
| List | Permits the user to access the Financials page and all left-side menu fields. These include balance sheet, income statement, cash flow, cash balance, audit report, fund balance, audit balances, trial balance, detail trial, underwater, functional expenses, and investment. |
| Settings | Permits the user to enable settings specific to this area. |