---
title: "Initial configuration"
canonical: "https://support.appfire.com/space/SPM/1918406717/Initial%20configuration"
format: markdown
---
| **Contents:**<br>> Macro (toc) |
| --- |

## Permissions

### App-level security roles

Access to the financial information is restricted. Only people assigned a financial role can interact with the information. 

The following permissions are required for the Financial module:

- **App Financial Viewer** - can open the Financials module and view the information but can’t make any changes.
- **App Financial Admin** - can set up the Financials module and configure the rates.
  - Access the Financial module.
  - Edit hourly rates in App Administration.
  - Edit data in the Financial panel, including budget and cost calculations.

### Role in box configuration

A user has to have access to a specific box (for which calculations are made) or to the Home box (which gives access to all the boxes). 

## Tasks

Both basic and Jira tasks are taken into consideration when making financial calculations.

For a task to be taken under consideration, it has to:

- Have a start or end date within the chosen financial period.
- Have effort estimated.
- [Workload contouring mode](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918831697) affects cost calculations - it is important when it comes to task cost distribution between days.

## Teams

To use Team hourly rates in the calculation, you must have teams configured. Refer to the [Teams module](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918829775) page to learn more.