If a Contact has Finances Admin permissions, when logged in they will be able to see their Dashboard, the Finance Dashboard and their own Tasks.

A Contact with Finances Admin permissions will have full access to issue Invoices and record Income and Deposits, as well as view all Transactions, Budget and Financial Reports.

Note: Although able to see who has made payments etc, the Admin will not be able to see the details of any Contacts.

To create a Admin, e.g. a committee member, select Organisation > Admin and Roles

If the Contact is already in the Admin list, you can adjust their Admin permissions by selecting Edit Permissions and clicking on the appropriate check box item to unlock it - or, give them the permissions for that level.

If the Contact isn't yet a Admin, you can add them and give the appropriate Admin permissions.

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