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Invoice and Credit Notes Security Matrix
Invoice and Credit Notes Security Matrix

Each user level and their level of access to Invoices and Credit Notes

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Assistant Project Manager and above

Previous steps: N/A

In order to view Invoices and Credit Notes, whether in a project, report or main organisation dropdown menu, staff must have Assistant Project Manager access or above.

A full list of permissions for each user role can be found by navigating to Organisation dropdown > Settings > Organisation > Security Matrix. You'll see the following information for invoices and credit notes:

In the Enterprise edition of Synergy, the Security Matrix can be edited to allow or revoke access to invoices and credit notes (as well as other areas of Synergy).

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