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Firm-wide permissions

LiveFor: AdminAccess: Admin

Let everyone see dollar amounts or change any status.

At the bottom of Settings > Colleagues, Firm-wide Permissions gives a permission to every colleague at once, whatever their access level.

Firm-wide Permissions with two checkboxes: Every colleague can view dollar amounts, and Every colleague can change the status of any task or work.
Firm-wide Permissions.
  • Every colleague can view dollar amounts
  • Every colleague can change the status of any task or work

Each colleague’s own permissions are kept, and apply again when you clear a box.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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