Access & permissions

A team member can't see a record

Why someone sees the project but not its expenses, payments, or other records.

Even on a project they can access, each feature — Expenses, Payments, Tasks, and so on — has its own access level. If a feature is set to No Access for them, they won't see those records at all.

The per-feature levels are:

  • No Access — can't see the feature.
  • Add & Manage Own — sees and manages only what they created.
  • Manage Team Records — also manages other team members' records.
  • View All — sees everything but can't change others' records.
  • Manage All — sees and manages everyone's records.
Change this on the person's project access: pick a role, or use Custom to set a feature individually. See Customize permissions per feature in Team Collaboration.
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