Xurrent Help Center
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In a directory account , the Financial Manager role is intended for people who maintain the financial information for their organization, such as financial controllers. A user whose Person record is linked to the Financial Manager role of a directory account is able to review the following records of that account:
Apart from being allowed to view these records, people with the Financial Manager role of a directory account can also maintain the information in the ‘Financial Details’ section of person records of that account.