Access
Give access to specific records
Use Advanced access when a person needs a narrowly defined record beyond their ordinary role or team.
Use the simple path first
Start with the person’s Access role and, for a Team Lead, the team setup. Use Advanced access only for a real exception that those choices cannot express.
Give the access
- Open Settings and the specific-record access area.
- Choose the person.
- Choose the record and the exact access needed.
- Review the consequence.
- Give access.
Remove it when it is no longer needed
Return to the same area and choose Remove access. Removing an access record does not delete the underlying Contractor, invoice, or financial history.
Review sensitive access
Treat compensation, invoices, amounts owed, payments, documents, and exports as deliberate choices. Avoid broad exceptions for convenience.