Financial Admin - Rave User Groups & Permissions

To view all Rave User Group Options and their Default and Optional Permission screenshots, please click here for the Article 

At Rave Build, we know you like to have options—so we offer different user group types to suit a variety of roles within your business.  These user groups give you the flexibility to control access across your team, ensuring the right people have the right tools at the right time.

In the following article, we’ll explain each user group in as much detail as possible, with the caveat that Rave is constantly improving and evolving. We add new permissions almost monthly to enhance your user experience. 

Permissions are broken down into either:

• The default permissions assigned to each group or the optional permissions you can enable based on your needs

The Financial Admin user group is designed for team members responsible for financial management and administration, with broad access to financial features as well as supporting project, client and branch information.

Recommended For;

• Financial Administrators 
• Office Managers 
• Accounts Administrators 
• Finance Coordinators 
• Team members responsible for     purchasing, invoicing and financial administration 

Important: Financial Admins have broad access to Rave's financial and administrative features. Some permissions are only available when the relevant Rave module or feature is enabled.

How to View Your Financial Admin Permissions

To view and manage your users:

1. Click the Profile dropdown in the top-right corner of the screen. 

2. Scroll to the Branch Settings section, then select Manage Users. 

3. Select the user whose permissions you want to view, then click Edit in the top-right corner of the page. 

4. Select the Groups & Permissions tab. Under Groups, ensure Financial Admin is selected to view the permissions. 

Default Access

Financial Admins have broad access across Rave, including:

• General Mail – Access to general internal mail and related communication. 
• Contractors & Contacts – Access to contractor and contact information, including adding contractors and managing contacts. 
• CRM – Broad access to Clients, Leads and Enquiries, including client management and CRM communication. 
• Projects – Broad access to project information, activities, schedules, mail, notes and project documents. 
• Albums – Access to Albums and management of Album content. 
• Document Library – Access to the Document Library and document/folder management. 
• Branch Folders – Access to Branch Folders and document management. 
• Project Folders – Access to project documents and folders, including relevant financial and project documents. 
• Progress Payments – Access to Progress Payments, including requesting payments and viewing Progress Payment reports. 
• Finance – Broad access to Financial Management, including budgeting, quotes, estimates, purchase orders, invoices, back costing and financial reports. 
• Timesheets – Broad Timesheet access, including Branch Timesheets, Timesheets to Tasks, Timesheet Budget, Timesheet Approval and Task Hours Reporting. 
• Branch Settings – Access to a range of branch administration and financial settings

Optional Permissions

Enable additional permissions as needed for the user's responsibilities. These include further access to:

• CRM – Additional CRM management, export and template permissions. 
• Projects – Additional project, schedule, communication and document permissions. 
• Albums – Additional Album and content management permissions. 
• Document Library, Branch Folders & Project Folders – Additional document management, sharing and deletion permissions. 
• Progress Payments – Additional Progress Payment management permissions. 
• Finance – Additional financial management and reporting permissions. 
• Branch Settings – Additional branch administration and configuration permissions. 

Some permissions are only available when the relevant Rave module or subscription feature is enabled.

Reporting Access

Reporting Access is managed separately from the Groups & Permissions settings.

Use the Reporting Access tab to view and manage the Financial Admin's reporting permissions.