Access settings for financing – who can request funds

🛡️ Setting access to financing – who can submit requests?

You'll learn how to define who can access the Financing section in Fakturácia – and to what extent. More security, better overview!

🧠 Why set access?

Not every team member needs to view or send financing requests.

• ✅ Transparency and order: clearly defined responsibilities
• ✅ Improved security and data control

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⚙️ How to set access in Fakturácia

1. Go to: Settings → Manage company → User management → Role management
2. Select an existing role (e.g., Accountant, Admin, Backoffice…)
3. In the Financing section, assign the desired permission:
   • 👀 View only – for roles that only need insight (e.g., CFO)
   • 📝 Edit – for roles that can submit or manage requests
   • 🚫 No access – for roles that don’t work with financing
4. You can rename roles as needed – for example “Fin team”, “Manager” or “Fin Admin”

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🎯 The result

Each team member sees only what they need. The system stays clean, secure, and easy to use – with no clutter.

📝 This article was translated with AI. If you notice any inconsistency, feel free to let us know.