Finance is the most tightly gated area of a vessel. Nothing in it is visible by default, and the permissions are split so that seeing money and changing it are separate grants.
Where permissions are set
Fine-grained permissions apply to crew members. Open Crew → Crew Members, pick the person, and use their Permissions tab. The Finance group there has four sub-groups — Accounts, Budgets, Jobs & Quotes and Vendors — each with its own tick boxes.
Permission tick boxes only bind crew. A Captain, or someone acting under a management profile (Management Admin or Management User), has full access to the Finance area without individual permissions being set. A Viewer or Management Viewer can see everything in Finance but cannot change anything. Owners have no access to the Finance area; the owner portal shows them its own finance summary instead.
The Finance group only appears in the permission editor when the vessel's licence includes the Finance module.
What each permission grants
Accounts
- View — opens Finance → Accounts, the account detail pages and Finance → Expenses, and allows exporting expenses. This is the permission that makes account balances, transactions and expenses visible at all.
- Edit Accounts — the Add New button on Accounts and the Edit action on an account.
- Delete Accounts — the Delete action on an account.
- Edit Expenses — the Add New button on Expenses and the Edit action on an expense, including the AI extraction of an uploaded invoice.
- Delete Expenses — the Delete action on an expense, on the expense list and on an account's transaction list.
- Edit Top-ups — the Top-Up and Top Up buttons that add money to an account.
- Delete Top-ups — the Delete action on a top-up.
Budgets
- View — opens Finance → Budgets and the month detail page.
- Edit — the Add New Category button and the edit and delete actions on a budget entry.
Jobs & Quotes
- View — opens Finance → Jobs and Quotes, the job detail page, and downloading a quote file.
- Edit Jobs — the Add New button on the jobs list and the Edit action on a job.
- Delete Jobs — the Delete action on a job.
- Edit Quotes — adding a quote to a job, editing it, and approving, rejecting or setting a quote back to pending.
- Delete Quotes — the Delete action on a quote.
Vendors
- View — opens Finance → Vendors. It also fills the vendor picker on expenses and quotes.
- Edit — the Add vendor button and the Edit action on a vendor.
- Delete — the Delete action on a vendor.
How the sidebar reacts
The Finance group appears if the vessel's licence includes the Finance module and you hold any one of the four View permissions above. Each sub-item then appears only if you can use it: Accounts and Expenses need Accounts View, Budgets needs Budgets View, Jobs and Quotes needs Jobs & Quotes View, Vendors needs Vendors View. Overview appears if you have Accounts, Budgets or Jobs & Quotes View, and its widgets adapt to which of the three you hold.
Actions that permissions do not cover
Marking an expense as Verified is not a crew permission. It is reserved for people with a management profile — Management Admin or Management User. Everyone who can see the expense list sees the verified state, but only those two can change it.
Marking an expense with Hide from crew is similarly restricted to management users and the captain. Crew members with Accounts → View can see regular expenses, but any expense marked Hide from crew is hidden from their expense list, redacted from their exports, and rolled into a Hidden expenses total on the account transaction page.
The vessel currency and the budget category tree are vessel settings rather than Finance permissions; changing them needs the Vessel Settings → Edit permission.