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Managing Access to Financial Details

Overview

Account admins and owners can change users’ access to financial details in the account. On Enterprise Pinnacle and the legacy Wrike for Professional Services Enterprise accounts, this right can be revoked from admins.

Financial information is sensitive data that you might not want to share with all users in your account. Wrike’s Budgeting provides a special setting in user management called Access to financials and time tracking, using which you can grant different levels of access to financial fields to different users. The three levels of access include:

  • Contributor: Users with this access level can't view or edit financial data of any projects. They won’t see any financial fields, and any calculated custom field that uses data from a financial field will appear empty for these users. Give this access level to users who just work on a project, e.g., a team member.

  • Reviewer: Users with this access level can view financial data for all projects in the account unless their access role in some projects restricts it. But they can't edit the financial details. Give this access to users who need to spectate the project, e.g., an accountant.

  • Time Manager: Users with this access level can't view or edit financial data of any projects. But they can manage other users' time entries in the account.

  • Manager: Users with this access level have complete access to the financial data of all projects in the account. They can view and edit financial details of all projects unless their access role in some projects restricts it. Give this access to users who need to make edits, e.g., a project manager. Additionally, these users also can manage other users' time entries in the account.

Note

  • By default, all regular users in the account have the Contributor level of access to financial details. All account admins have the Time Manager level of access.

  • The account owner has the Manager access level, and it can't be changed.

  • External users and collaborators can't have access to any financial data, and the Access to financials and time tracking setting is not applicable to them.

Access to financial details vs. access roles

Access to financial details is account-wide permission. This means that users with the Manager level of access to financial details by default can access financial details of all projects in the account. But if you don’t want these users to have access to the financial data of a particular project, you can achieve that using access roles.

By default, the Full access role in a project gives a user permission to view and edit the project’s financial data if they have the corresponding Manager level of access to financial details. Other access roles won’t allow the user to manage the financial details.

For example, if a user has the Manager access to the financial data in the account, but they have the Read only access role in some project, the user won’t be able to view or edit the financial details of that project. At the same time, that user will still have access to financial data of other projects in which they have the Full access role.

Note

On Enterprise Pinnacle and the legacy Wrike for Professional Services Enterprise accounts, access roles are customizable. So, permission to manage financial details for projects may be included in other custom access roles.

Access roles can only limit users’ access to financial details in certain projects, but they can't expand it. For example, users with the Contributor level of access to financial details won’t be able to view or edit financial data of any project in the account even if they have the Full access role in them.

Change users’ access level to financial details

Budgeting-Change_access_to_financial_details_level.png
  1. Click your profile image in the upper-right corner of the workspace. 1

  2. Select Settings.

  3. Click Users in the left panel. 2

  4. Click the name of the relevant user in the user table. 3

    Note

    External users and collaborators can't have access to any financial data.

  5. Scroll down and click the Edit settings button 4 in the panel that opens.

  6. Select the relevant access level from the drop-down under Access to financial details 5: Manager, Reviewer, or Contributor.

  7. Click Save changes.

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