Financials permissions

Meet the new BigPicture navigation

A faster, smarter, and more intuitive way to work is here. We’ve redesigned BigPicture navigation to give you a smoother experience and better access to what matters most.

→ Discover what’s new, explore key improvements, and review feature name updates on the New navigation page.

→ The rollout will happen gradually, and the previous navigation will be retired in September 2026.

Financials permissions

A user has to have access to a specific box (for which calculations are made) or to the Home box (which gives access to all the boxes) to access the Financials module.

Need support? Create a request with our support team.

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