Skip to content

Keep it safe

People and access

On this page

Easel decides on the server what each person can see and change, whatever screen or route they use.

Role Can
Finance Plan everything, move in files, run the budget cycle, close months, publish packs and manage people
Contributor Revise, comment on and submit the budget for their own departments, explain their variances, and start proposals
Viewer Read the overview, the budget cycle, scenarios, reviews and published packs

The owner who finished setup is finance. Someone who signs in before finance adds them sees only "Waiting for finance".

Private pay

Individual positions, salaries and the detail behind another department's numbers are visible only to finance and that department's contributors. Everyone else sees the amounts with the detail removed. Published packs carry no individual pay detail.

Activity

The Activity tab, for finance, lists who changed what, when, and the plan revision before and after.