Teammate Access Rule for the Accounting Module

Mary Kate Woonton
Tue, 24 Mar 2026 21:04:26 GMT
new

You can now set access rules specifically for the Accounting module. This makes it easier to give your teammates the right level of visibility without opening up all your income and expense data.

To set this up:

Go to Teammates

Select a teammate

Grant them access to the Accounting module

Specify a property if needed

Please note:

If a teammate has access to "all modules" they automatically have access the Accounting area, and no changes are needed.

If a teammate has specific module access (eg. only "Maintenance") they do not have permission the Accounting area automatically. You will need to add it for them.