How do I restrict certain users from viewing any financial information?
Remember that in Celoxis, users can see or do things only if they have the privilege required to perform the action. Celoxis provides the View Financials and Edit Financials privileges to control view and edit access to financial information. Users can view financial information only if they have the View Financials : Granted. E.g. if Joe is assigned a role that has been granted this privilege, only then Joe will be able to view the financial information.
If certain roles have been granted the View Financials privilege and you wish to revoke it, then you can do so from the access control screen.
In the unlikely scenario that you do not wish to show a user the financials for a specific project, then:
- Create a role say Financials Denied
- Assign it View Financials : Denied.
- Assign the user this role for that project.