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3 of 5 connections need attention. Every connection in this demo is simulated.
Accounting sync failed on its latest attempt (last good data Oct 4, 2026); receivables and collections and 1 other report may be outdated or incomplete.
Affects: Receivables and collections, Cash forecast
Slack sync is only partly working; relationship signals and health may be outdated or incomplete.
Affects: Relationship signals and health
Spreadsheet import has not refreshed for 34 days (last good data Sep 1, 2026); labor cost, delivery margins and operating result and 5 other reports may be outdated or incomplete.
Affects: Labor cost, delivery margins and operating result, Earned revenue on time-and-materials work, Renewals and fixed-fee revenue, Budget tracking, Delivery status and milestones, Project costs
Enforced where data is loaded, before any screen or the assistant receives it. Business data and system administration are separate permissions.
| Capability | Executive (you) | Finance | Account owner | Department head | Administrator |
|---|---|---|---|---|---|
| Record scope | all | all | own accounts | department | all |
| Company financial summaries and cash | ✓ Yes | ✓ Yes | ✗ No | ✗ No | ✗ No |
| Account and project financial aggregates | ✓ Yes | ✓ Yes | ✓ Yes | ✓ Yes | ✗ No |
| Individual compensation and loaded labor cost | ✓ Yes | ✓ Yes | ✗ No | ✗ No | ✗ No |
| Contract values and invoice amounts | ✓ Yes | ✓ Yes | ✓ Yes | ✓ Yes | ✗ No |
| Authorized communications | all | billing only | own accounts | department | none |
| Review signals | ✓ Yes | ✗ No | ✓ Yes | ✗ No | ✗ No |
| Create and manage plans | ✓ Yes | ✓ Yes | ✓ Yes | ✓ Yes | ✗ No |
| Apply what-if scenarios | ✓ Yes | ✓ Yes | ✗ No | ✗ No | ✗ No |
| Manage integrations and mappings | ✗ No | ✗ No | ✗ No | ✗ No | ✓ Yes |
| Imports | none | all | none | none | non restricted |
| Connector and import detail | ✓ Yes | ✓ Yes | ✗ No | ✗ No | ✓ Yes |
| Department workspace | all | none | none | own | none |