1. Help
  2. Administration & Configuration
  3. Roles & Permissions
  4. Directory Financial Manager
  1. Help
  2. Administration & Configuration
  3. Roles & Permissions
  4. Directory Financial Manager
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Directory Financial Manager

Directory Financial Manager role allows users to review financial records and maintain financial details for their organization.

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.