Permissions
Account and Company Settings
The following table highlights which user permissions are required to perform the described user action.
Task | 'Vendor' (Project) | 'Limited' (Project) | 'Full Access' (Project) | 'Building Admin' | 'Company Admin' |
|---|---|---|---|---|---|
Create a Cost Tracker Column Configuration in Portfolio Financials |
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Create a Project Cost Reporting View in Portfolio Financials |
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Enable Daily Digest Emails for Portfolio Financials and Capital Planning |
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Update Your Profile in Portfolio Financials and Capital Planning |
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