Understand financial access
The video explains the role of a system administrator in managing access to financial information within Workfront. ​ The administrator controls access through access levels.​
The video emphasizes that users can only use their financial access on projects they create or on projects where someone with financial access has shared it with them.
Key takeaways
- Role of System Administrator: The system administrator manages access to financial information through setup and access levels, ensuring control over who can view or edit financial data. ​
- Creating Access Levels: An access level can be created to grant users permissions to edit and view billing, cost rates, exchange rates, and expenses.
- Project-Level Financial Access: Users with financial access can edit financials in projects they create, but others need explicit access to view or edit financials.
- Customizable Access Sharing: Financial access can be shared with specific users, with tailored permissions (e.g., view-only access), even if they have general rights to edit financial data.
- Access Limitations: Users can only use their financial access on projects they create or on projects where someone with financial access has shared it with them.
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