If your organization is capturing any financial data with Workfront, as the system administrator, it is your responsibility to protect and manage who has access to view and edit that information.
Two things are necessary in order for a user to view or edit financial information:
For instance, a user may be granted rights to view financial data in their access level, but they can only view financial data on a task that is both shared with them and financial viewing is enabled in the sharing of that task.
So it is possible for a user with Access Level rights to view financials to be able to view financials on some objects and not others, depending on the individual sharing options of those objects. However no user can view financials on any object unless they have the right given to them in their Access Level.
Overall access to financial data is granted first by Workfront license type.
Plan licenses can:
Work licenses can:
Review licenses can:
Permissions can be modified by the Access Level. The three options for financial data access are:
It’s important to note that the View and Edit options have additional settings for a Plan license. Click the gear on the View button for these options:
Those two options are available under the Edit option, along with:
A user with access to add expenses can also view the expenses they add, as well as expenses added by their direct reports.