Managing financial reports is one of the most critical parts of maintaining transparency and accuracy within any business system. In Clodify, permissions are clearly defined to ensure that sensitive financial actions—like locking or unlocking reports—are only accessible to authorized users. Let’s take a closer look at how it works and who exactly has control.
🧭 The Role of the Admin
The Admin user has full access to the financial reports section.
They can:
- Lock financial reports
- Pre-lock reports (to prevent edits before the final lock)
- Unlock reports when needed
In short — the Admin holds the master key 🔑 to all financial reports. They can review, edit, approve, and manage every detail, ensuring financial consistency across the system.
👩💼 What Other Users Can (and Can’t) Do
Clodify is designed with role-based access control — meaning each user type has specific permissions tailored to their role.
🕵️♂️ Client
- ❌ Cannot access financial reports
- ❌ Cannot view financial data pages
Clients stay focused on their own dashboard without exposure to internal reports.
🕵️♂️ Developer
- ❌ No access to financial reports or related financial pages
Developers handle their technical tasks without touching financial modules.
🕵️♂️ Financial User (Fin User)
- ✅ Can view and edit financial reports
- ✅ Can manage subcontractors
- ❌ Cannot lock or unlock reports
This role focuses on operational financial data but doesn’t have administrative privileges.
🕵️♂️ Project Manager (PM)
- ❌ No access to financial reports
PMs focus on project execution, not on financial reporting.
🕵️♂️ Sales
- ✅ Can access the financial reports page
- ✅ Can add income and bonuses
- ❌ Cannot lock, pre-lock, or unlock reports
Sales users contribute to financial data but don’t control report approval or locking.
🏁 Summary: Control with Clarity
| Role | Access to Financial Reports | Lock/Unlock Actions | Additional Abilities |
|---|---|---|---|
| Admin | ✅ Full access | ✅ Yes | Edit, view, manage all data |
| Fin User | ✅ Limited view/edit | ❌ No | Manage subcontractors |
| Sales | ✅ Limited | ❌ No | Add income, bonuses |
| Client | ❌ None | ❌ No | — |
| Developer | ❌ None | ❌ No | — |
| PM | ❌ None | ❌ No | — |
⚙️ Why It Matters
This structure ensures data security, responsibility, and workflow clarity within your organization.
By limiting financial locking actions to admins only, Clodify prevents accidental edits or premature report approvals — giving your team peace of mind and ensuring that every number is exactly where it should be.
👉 Want to learn more about how Clodify handles financial workflows?
Watch the full video tutorial or contact our team — we’ll be happy to guide you through every detail!
