Financial Permissions

Overview

Permissions give your admins and users access to different components of the Finalsite Enrollment system. They can be configured by any System Admin. 

Financial permission is commonly used in conjunction with Enrollment permissions to further refine access to sensitive information.

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The Financial permission option provides access to:

Communications

• User notifications for submitted contracts. These will NOT be sent to admin accounts without financial permissions, even if the account has opted in to receive them.

List Pages

• Tuition & Fees Report under the Enrollment tab. Note: Enrollment Permissions are also required to view this report.

Search & Reports

• Searching or displaying columns for field data that are grouped under the 'Tuition & Fees', 'Tuition Assistance', or 'Scholarship' grouping.

• Bulk generating or downloading contracts.

Contact Record

• Manage Contract quick actions (i.e. Generate/Regenerate, Preview, Delete).

• Any submitted contracts under Form & Document Submission History.

• Notes, Activities, and Emails that either has no visibility permissions set within the Recent Activity section, or that have the 'Financial' visibility permission set.
  
  

• Please note: Fields that are added to the Contact Widget section of the contact record will be displayed regardless of which permissions are set.

Settings

• Financial Settings pages (Admin and System Admin roles ONLY).

Billing

For clients using the Billing module in Finalsite Enrollment, the Financial permission option also provides access to:

• Billing tab and associated list pages (Accounts, Ledger, Students, AR Aging Report) (Admin and System Admin roles ONLY).

• Billing import tool (Admin and System Admin roles ONLY).

• Billing tab on the contact record.

• Ability to adjust financial splits.

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Additional Resources

• Office Hours & Past Session Recordings
• Admin Portal Accounts: Permissions & Access Controls
• Admin Portal Accounts: Setup & Roles