Refer to the Members page to manage members and assign roles in your organization.
Permissions | Owner | Admin | Editor | Viewer |
---|---|---|---|---|
Transfer ownership | X | |||
Delete organization | X | |||
Rename organization | X | X | ||
Manage and update subscription | X | X | ||
Manage and update billing details | X | X | ||
View billing history, including invoices | X | X | ||
Invite and manage members | X | X | ||
Connect and configure data sources | X | X | X | |
Sync connected data sources | X | X | X | |
Update chart of account mappings | X | X | X | |
Create and edit workbooks | X | X | X | |
Create and edit charts | X | X | X | |
Create and edit dashboards | X | X | X | |
Set status indicators | X | X | X | |
Set row descriptions | X | X | X | |
Configure splits and breakdowns | X | X | X | |
Update forecast start and last close | X | X | X | |
View workbooks and reports | X | X | X | X |
View charts and dashboards | X | X | X | X |
Downloads reports | X | X | X | X |
Export to Excel | X | X | X | X |
View saved versions | X | X | X | X |
View transactions drill-down | X | X | X | X |
Comment and resolve threads | X | X | X | X |