Finance Permissions

Permission Levels

Finance permissions levels exists to make sure only authorized and authenticated users get access to the content, using the least privileged

1. Finance Manager / Director:

   • Permission Level: Full Control or Design
   • Access Rights:
     • Full control over financial documents, lists, and libraries.
     • Ability to create, edit, and delete content.
     • Manage permissions within the finance site.

2. Accountant / Financial Analyst:

   • Permission Level: Contribute or Edit
   • Access Rights:
     • Create, edit, and delete financial documents.
     • View and modify financial lists and libraries.
     • Limited ability to manage permissions.

3. Accounts Payable / Receivable:

   • Permission Level: Contribute or Edit
   • Access Rights:
     • Create, edit, and delete invoices, receipts, and related documents.
     • View and modify relevant lists and libraries.
     • Limited ability to manage permissions.

4. Auditor:

   • Permission Level: Read
   • Access Rights:
     • View financial documents and reports.
     • Limited ability to modify or delete content.
     • No permission to manage site structure or permissions.

5. Executive Management:

   • Permission Level: Read or View Only
   • Access Rights:
     • View financial reports and high-level summaries.
     • No permission to modify or delete content.
     • Limited ability to manage site structure or permissions.

6. IT Administrator:

   • Permission Level: Full Control or Design
   • Access Rights:
     • Full control over the entire SharePoint site.
     • Ability to manage site settings, features, and configurations.
     • Manage user permissions at the site and site collection levels.

7. Compliance Officer:

   • Permission Level: Read or Contribute
   • Access Rights:
     • View and monitor financial compliance documents.
     • Limited ability to contribute or modify compliance-related content.
     • No permission to manage site structure or permissions.

8. Human Resources (HR) Representative:

   • Permission Level: Read or Contribute
   • Access Rights:
     • View and contribute to HR-related financial documents (e.g., employee benefits).
     • Limited ability to modify or delete content.
     • No permission to manage site structure or permissions.

It's crucial to tailor permissions to match the specific responsibilities and access requirements of each role. Regularly review and update permissions to ensure that they align with organizational changes and security best practices. Additionally, consider leveraging SharePoint's unique features, such as item-level permissions, to further customize access control for sensitive financial data.