Account and Company Settings - User Permissions (Portfolio Financials and Capital Planning)
Account and Company Settings
The following table highlights which user permissions are required to perform the described user action.
|Task||'Vendor' (Project)||'Limited' (Project)||'Full Access' (Project)||'Building Admin'||'Company Admin'|
|Create a Cost Tracker Column Configuration in Portfolio Financials|
|Create a Project Cost Reporting View in Portfolio Financials|
|Enable Daily Digest Emails for Portfolio Financials and Capital Planning|
|Update Your Profile in Portfolio Financials and Capital Planning|