Members Pn

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Overview

The Members page, which can be found by going to Settings > Organization > Members, shows a list of current and invited team members. In this view, you can see each member’s role and check if they have a pending invitation. Owners and Admins can manage roles and invite new members.

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Managing members

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Inviting members

To invite members to your organization:
  1. Go to Settings > Organization > Members
  2. Click the Invite member button
  3. Enter the invitee’s email address
  4. Select the role you want the invitee to have when joining
  5. Click Invite. New members will receive an email with steps to join your organization.
Some email servers have a tendency to filter out invitation emails or mark them as spam. We recommend whitelisting hi@francis.app as a trusted sender in your email settings.

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Removing members

To remove members from your organization:
  1. Go to Settings > Organization > Members
  2. Click the gear icon next to the member’s name
  3. Select Remove from organization…
Once removed, the member immediately loses access to the organization. Any work they contributed remains in place, but they must be re-invited if they need access again. It is not possible to view removed members after this process.

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Roles

To manage roles, navigate to the Members page and click the gear icon next to the member. Francis currently supports five different roles – Owners, Admins, Editors, Viewers and Limited Viewers – all of which have different permissions and levels of access.
PermissionsOwnerAdminEditorViewer
Transfer ownershipX
Delete organizationX
Invite and manage OwnersX
Invite and manage Admins, Editors, and ViewersXX
Rename organizationXX
Manage and update subscriptionXX
Manage and update billing detailsXX
View billing history, including invoicesXX
Connect and configure data sourcesXXX
Sync connected data sourcesXXX
Update chart of account mappingsXXX
Create and edit workbooksXXX
Create and edit chartsXXX
Create and edit dashboardsXXX
Set status indicatorsXXX
Set row descriptionsXXX
Configure splits and breakdownsXXX
Update forecast start and last closeXXX
View workbooks and reportsXXXX
View charts and dashboardsXXXX
Downloads reportsXXXX
Export to ExcelXXXX
View saved versionsXXXX
View transactions drill-downXXXX
Comment and resolve threadsXXXX

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Owner

The user who creates the organization is assigned the Owner role and holds the highest level of access. Owners can invite, remove, promote, or demote any member, and they also manage all features and models. Only the Owner can terminate the organization.

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Admin

Admins share nearly all the same privileges as the Owner but cannot terminate the organization or modify the Owner’s role. They have full access to every feature and model, and they can invite, remove, promote, or demote any team member other than the Owner.

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Editor

Editors have full access to all models and can collaborate on tasks like modeling, account mapping, forecasting, and consolidation. They do not, however, manage team members or have the ability to terminate the organization.

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Viewer

Viewers can see all models within the organization and may download reports and view transaction details. While they have complete visibility, they cannot make changes to models or manage team members.

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Limited viewer

Limited viewers are only available on Mastery plans.
Limited Viewers share nearly the same privileges as Viewers but have access restricted to the specific sheets or models granted to them. This is especially useful for department heads or location managers who need targeted insight without seeing the entirety of your financial model. For more information about Limited Viewers, refer to our dedicated documentation.

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FAQ