{"id":1377,"date":"2024-11-23T04:58:21","date_gmt":"2024-11-23T04:58:21","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4847129943453-finance-access-rights\/"},"modified":"2026-03-18T13:15:29","modified_gmt":"2026-03-18T13:15:29","password":"","slug":"4847129943453-finance-access-rights","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4847129943453-finance-access-rights\/","title":{"rendered":"Finance access rights"},"content":{"rendered":"\n

The Finance<\/strong> section contains data on the company\u2019s cash flow<\/strong>. It lets you create, edit, and delete transactions, and manage payroll<\/strong> calculation for the company\u2019s team members.<\/p>\n\n\n\n

Access setup means granting\/removing permissions for viewing cash flow, working with accounts, cash registers, and counterparties, viewing payment categories and cash register operations, payroll calculation, and working with reports.<\/p>\n\n\n\n

For example, an administrator is responsible for the main cash register and handles purchasing goods and materials, selling products and memberships.<\/p>\n\n\n\n

Give them access to the main cash register<\/strong>, hide viewing of cash movements for previous days<\/strong> (payments processed by the previous administrator), and allow creating, editing, and exporting transactions for purchasing materials and goods, provided services, and selling products and memberships.<\/strong><\/p>\n\n\n\n

Setup<\/h2>\n\n\n\n
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  1. Go to Team > Team members list <\/strong>(Administration mode), select the required team member, and open the Access<\/strong> tab.<\/li>\n<\/ol>\n\n\n\n
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    1. Find the required permission block and enable it using the toggle, then click the Finance section name <\/strong>and turn on the specific permissions you want to grant to the team member.<\/li>\n\n\n\n
    2. To save changes, click Save<\/strong> in the bottom-right corner.<\/li>\n<\/ol>\n\n\n\n
      \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

      More about each permission<\/h2>\n\n\n\n
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      1. Access to payroll calculation for a specific team member only<\/strong><\/li>\n<\/ol>\n\n\n\n

        This is an additional permission used when you need to restrict access to payroll data to only one specific team member.
        This permission controls whether the Payroll<\/strong> section is displayed in the Altegio mobile app.<\/p>\n\n\n\n

        Access to salary accrual<\/strong> \u2014 enable this option so the team member can accrue salary for the selected team member. You can also additionally restrict accruals to the current day only.<\/p>\n\n\n\n

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        Note<\/strong><\/p>\n\n\n\n

        Access to payroll calculation for a specific team member only<\/strong> is usually assigned to specialists so they can see only their own salary;<\/p>\n\n\n\n

        When enabling this permission, you must select the team member whose data will be accessible;<\/p>\n\n\n\n

        You can also restrict the viewing period.<\/p>\n<\/blockquote>\n\n\n\n

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        1. Access to all cash registers \/ Access only to selected cash registers<\/strong><\/li>\n<\/ol>\n\n\n\n

          Choose which cash registers the team member should have access to \u2014 all of them or only specific ones. This permission works only together with other finance permissions.
          Example: if the team member has access only to the Main cash register<\/strong>, then with View cash flow<\/strong> enabled they will see financial operations only for that cash register.<\/p>\n\n\n\n

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          Important<\/strong>

          Access only to selected cash registers<\/strong> limits access only within the Finance<\/strong> section. If the team member also has the Take payment<\/strong> permission (the Booking window section), <\/strong>they will still be able to take payments into any created cash register, regardless of this limitation<\/p>\n<\/blockquote>\n\n\n\n

          <\/p>\n\n\n\n

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          1. View cash flow<\/strong><\/li>\n<\/ol>\n\n\n\n

            This permission is required to open access to:<\/p>\n\n\n\n