Symphony · Finance

Settings

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Settings

Manage users and application configuration

User Management
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Bug reports

Reports filed by colleagues via the top-bar bug button. Resolve or deny each one with a note.

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Role Reference

Admin

Full system access

Finance Manager

Full overview, manage reconciliation

Finance

Full overview, reconcile payments

Accountant

View and reconcile assigned clients

Portfolio Director

Read-only portfolio view

Delivery Director

Read-only delivery view

Viewer

Read-only access