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3.2. Assigning User Permissions

There are only two privileges specifically related to the Project Accounting features. As we have seen, there are privileges controlling Projects more generally—and also myriad privileges controlling the various transactions which feed project financial reports. However, only the following two CRM module privileges relate directly to Project Accounting:

ViewProjectFinancialReport

Allows users to view financial reports by project.

ViewProjectBudget

Allows users to view budgets by project.

To assign privileges to an xTuple system user, follow this path: System > Maintain Users.

List Users

Once you open a user record, navigate to the Privileges tab and identify the module where the privileges you want to assign are located. You can assign and also remove user privileges in this way.