🛡️ Setting access to financing – who can submit requests?
You'll learn how to define who can access the Financing section in Trovi – and to what extent. More security, better overview!
🧠 Why set access?
Not every team member needs to view or send financing requests.
- ✅ Transparency and order: clearly defined responsibilities
- ✅ Improved security and data control
⚙️ How to set access in Trovi
- Go to: Settings → Manage company → User management → Role management
- Select an existing role (e.g., Accountant, Admin, Backoffice…)
- In the Financing section, assign the desired permission:
- 👀 View only – for roles that only need insight (e.g., CFO)
- 📝 Edit – for roles that can submit or manage requests
- 🚫 No access – for roles that don’t work with financing
- You can rename roles as needed – for example “Fin team”, “Manager” or “Fin Admin”
🎯 The result
Each team member sees only what they need. The system stays clean, secure, and easy to use – with no clutter.
📝 This article was translated with AI. If you notice any inconsistency, feel free to let us know.