Who can see finance

Finance only appears for people whose role has permission. The company administrator sees everything; everyone else needs Visualizar financeiro (View finance) to get in and Gerenciar financeiro (Manage finance) to change data. People with a client role never reach finance.

Finance permissions

• Visualizar financeiro: opens the Finance menu and the dashboard, transactions, payables and receivables, cash flow, banks, suppliers, reports, and documents screens (with download).
• Gerenciar financeiro: creates, edits, and deletes transactions, uploads documents, and opens Categories, Assets, and Budget.
• Exportar dados financeiros (Export financial data): unlocks CSV and PDF exports.
• Ver investimento e receita de mídia (View media spend and revenue): shows only paid media figures, for example in client reports, without opening the rest of finance. Anyone with View finance already has this.

How to grant access

1. Open the company's roles screen (Settings).
2. Choose the person's role or create a new one.
3. In the Financeiro (Finance) group, turn on the permissions they need.
4. Save. Everyone with that role gets the same access.

More details in Roles and permissions.

What about the AI?

AI agents follow the same rules as the person making the request. If you can't see financial figures, the agent won't show them to you either, not in answers, reports, or search. The finance agent only talks to finance team members or administrators.

Your plan matters too

Finance is a plan module. If even the administrator can't see the menu, the module may not be included in the company's plan. See Plans and limits.

Frequently asked questions

Why can I see the screens but not edit?

You have View finance but not Manage finance. A banner shows that the screen is read-only.

Does being an admin in one company give access to another company's finance?

No. Permissions apply only within each company.