Go to your profile > collaborators.

Then in Permissions.

Go to Project Level > click on a permission group.

Each user is assigned to a permissions group, which defines their access rights.

By default, you will find the following groups: Admin, Accountant, Director, Member, and Project Manager. Each of these groups has specific permissions for the projects they participate in. Here’s a detailed overview of these project permissions:

In the left-hand menu, click on Reports

In the project reports, find the list of project management reports:

To access the reports below, it is necessary to be a project member only.

However, some reports require specific permissions in addition to being a member:

Discover the list of available budget reports below:

To view the reports listed below, it is essential to be a project member.

Here is the list of these reports, along with the "Manage fees" permission required to access each of them:

In the section dedicated to projects, you will find a comprehensive list of invoicing reports:

To access the reports listed below, it is essential to be a project member.

Here is the list of these reports, along with the "View Invoices" permission required to access each of them:

In the project reports, here is the list of cost reports:

To view the reports listed below, it is essential to be a member of the relevant project.

Here is the list of these reports, along with the "View Revenue" permission required to access each of them:

In the project reports, here is the list of finance reports:

Here is the list of these reports, along with the "View Revenue" permission required to access each of them:

You are now familiar with the necessary permissions to access the various project reports. 🎉