Setting Permissions on a Financial Statement

Permissions are able to be set on a statement in case there are only certain group(s) permitted to see the statement. To set permissions on a financial statement, follow the steps below:

• Go to the Financials section on the left navigation menu.
• Find the statement you want to adjust permissions and click on the Actions button to the far right of the document name, under the tools column. Click ‘Edit’
• Select the ‘Limit to Specific Groups’ button to restrict access to the Financial Document.
• Click ‘Save changes’ to set permissions