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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What other features does this relate to?