Resources » Help & Support » FAQ » What does limiting "Financial Visibility" entail?

What does limiting a User's "Financial Visibility" entail?

Financial Visibility

For those of you with contractors, or are in situations where your team members might not appreciate that there’s a lot of hidden costs involved in running the business, Accelo allows you to control the visibility of financial data on a per-user basis.

The financial visibility permission will allow a user to see not only the rates which your users are charged at, but the monetary values of Projects, Issues and their budgets. Users without this permission will see an hour value in place of the dollar value when viewing budgets and budget usage.

To change this setting, admin users can navigate to the User Page whom you would like to change, and select Edit <User> from the taskbar.

Under the User Access section you'll find the Financial Visibility setting:

Screen Shot 2015 11 13 at 12.00.43 PM 
The default setting is for a user to View Hours and Billable Rates - since that is what all pre-existing users automatically had. So to hide all financial details from a user, select the View Hours Only option, and then Save the page.

Note: This setting does not prevent users from being able to access attachments that may have financial data. You will need to set permissions for attachments separately. 

Effect

There are a significant number of places where this setting takes effect. Most of them are documented below:

Sales

  • Add Quotes are disabled. 
  • Current values and pipeline are hidden (only hours are shown)
  • Add/Edit of budget and rate are hidden
  • Financial details are excluded from Sales exports

Projects

  • Financial budgets and usage are replaced by hourly budgets and usage
  • Add/Edit Project Plan options are disabled.
  • Custom fields of Type = currency are hidden.
  • Approval and Invoice features are hidden.
  • Milestones only show hours.
  • Financial details are excluded from sales and project exports

Tickets

  • Current rate and financial budget are hidden (only hours are shown)
  • Add/Edit of budget and rate are hidden
  • Approval and invoicing options are hidden
  • Custom fields of Type = currency are hidden.
  • Financial details are excluded from issue exports

Retainers

  • Add/Edit of Retainers and periods are hidden.
  • Current rate and financial budget are hidden (only hours are shown)
  • Add/Edit of budget and rate are hidden
  • Approval and invoicing options are hidden
  • Custom fields of Type = currency are hidden.
  • Financial details are excluded from Retainer exports

Activities

Any billable rates tied to an Activity/Work Entry will be hidden (including their own).

Progressions

Any progression actions related to editing rates, budgets, approving time or invoicing will be either automatically skipped, or the user will be informed that they must skip this step as they do not have the permissions to see it.

Administration

Since there are already permissions controls in place for accessing the administration area, we have not added many extra restrictions. However, as a precaution:

  • Users will be unable to view/access the rates configuration
  • Users will be unable to view the billable rate or cost rates for any user (including themselves) from the user profile view/edit screens.