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Overview

The Financial role gives users specific access to manage the financial aspects of the system. Users with this role can view and manage all charges related to orders, shipments, and other transactions.
The Financial role is focused exclusively on charge management. It does not grant access to stock, reports, accounts, or broader system settings.

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What Financial users can do

  • View and manage all charges within the system
  • Handle costs and pricing details across operations
  • Adjust charges for individual orders

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What Financial users cannot do

  • Access stock management or reports
  • Create or edit accounts or warehouses
  • Process payments (payment processing typically falls outside this role)
Yes. Financial users can view and adjust all charges in the system.
No. While they manage charges, payment processing typically falls outside the Financial role.