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Access permissions in the Finance section: settings for roles

Learn how to configure access to cash flow items in the Finance section for each employee role

Written by Xenia

Specify which cash flow items employees with this role can work with.

You can grant access to all items at once or select only the ones you need from the list.

The list displays all cash flow items created to track income and expenses by source. If the item you need is missing or needs to be modified, go to the Settings > Finance section. For more information on how to configure and create new items, see the article on cash flow items.

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