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).
Where to next?
N/A
What other features does this relate to?