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Roles and permissions
What each role can do on each entity. Rows marked "only own" or "scope" are filtered by the core on every list, read, update and delete.
Roles
| Role | Description |
|---|---|
budget:admin | Sets up financial years, budget heads, sub-heads and sub-departments; full access |
budget:finance | Finance officer: allocates budgets to departments, approves re-appropriations, sees all departments |
budget:hod | Head of department: approves or rejects expenditure requests and raises re-appropriation requests |
budget:clerk | Department clerk: raises expenditure requests and records the actual expense against approved requests |
budget:auditor | Read-only view of allocations, requests, expenses and re-appropriations |
Access by entity
| Entity | budget:admin | budget:finance | budget:hod | budget:clerk | budget:auditor |
|---|---|---|---|---|---|
| Allocation Line | read, create, update, delete | read, create, update, delete | read | read | read |
| Budget Allocation | read, create, update, delete | read, create, update, delete | read | read | read |
| Budget Head | read, create, update, delete | read, create, update, delete | read | read | read |
| Budget Sub-head | read, create, update, delete | read, create, update, delete | read | read | read |
| Expenditure | read, create, update, delete | read | read | read, create — only own rows (via recorded_by) | read |
| Expenditure Request | read, create, update, delete | read, update | read, update | read, create, update — only own rows (via requested_by) | read |
| Financial Year | read, create, update, delete | read, create, update | read | read | read |
| Re-appropriation | read, create, update, delete | read, update | read, create — only own rows (via requested_by) | read | |
| Sub-department | read, create, update, delete | read, create, update, delete | read | read | read |