Account and Company Settings - User Permissions (Portfolio Financials)
Account and Company Settings
The following table highlights which user permissions are required to perform the described user action.
Task | 'Vendor' (Project) | 'Limited' (Project) | 'Full Access' (Project) | 'Building Admin' | 'Company Admin' |
---|---|---|---|---|---|
Create a Cost Tracker Column Configuration in Portfolio Financials | |||||
Create a Project Cost Reporting View in Portfolio Financials | |||||
Enable Daily Digest Emails for Portfolio Financials and Capital Planning | |||||
Update Your Profile in Portfolio Financials and Capital Planning |