Members and roles

The Members page is under Settings > Workspace > Members. It shows all current and invited members, their roles, and any pending invitations. Owners and Admins can invite new members and manage existing ones.

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Invite members

Owners, Admins, Editors, and Viewers have workspace-wide access, so you invite them from the Members page:

1. Go to Settings > Workspace > Members
2. Click Invite member
3. Enter the invitee’s email address
4. Select their role
5. Click Invite

The invitee receives an email with steps to join your workspace. Limited Viewers are the exception. Their access is scoped to specific sheets and dashboards, so you invite them from the sheet or dashboard itself rather than from the Members page. See Limited Viewer below.

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Remove members

1. Go to Settings > Workspace > Members
2. Click the gear icon next to the member’s name
3. Select Remove from workspace

The member loses access immediately. Any work they contributed stays in place. Re-invite them if they need access again.

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Transfer ownership

Only an Owner can promote another member to Owner.

1. Go to Settings > Workspace > Members
2. Click the gear icon next to the new Owner’s name
3. Select Make owner

Francis supports multiple Owners, so you don’t need to remove yourself first. Once the new Owner is in place, change your own role to Admin, Editor, or Viewer as appropriate.

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Roles

Francis has five roles: Owner, Admin, Editor, Viewer, and Limited Viewer. Change a member’s role at any time by clicking the gear icon next to their name on the Members page. (X) Viewers can sync data sources when an Owner or Admin enables Allow viewers to refresh data sources in workspace settings.

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Owner

The member who creates the workspace is assigned Owner and holds the highest level of access. Owners can invite, remove, promote, or demote any member and are the only role that can delete the workspace. Francis supports multiple Owners.

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Admin

Admins share nearly all Owner permissions but cannot delete the workspace or modify the Owner’s role. They can invite, remove, promote, or demote any member except the Owner.

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Editor

Editors have full access to all models and can collaborate on modeling, account mapping, forecasting, and consolidation. They cannot manage members or delete the workspace.

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Viewer

Viewers can see all models, download reports, and view journal entry details. They cannot make changes to models or manage members.

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Limited Viewer

Limited Viewers have the same permissions as Viewers but restricted to specific sheets and dashboards. Use this role for department heads or budget owners who need access to their own slice of the model without seeing the full financials. Because their access is scoped to individual sheets and dashboards, Limited Viewers are invited from the model, not from the Members page:

1. Open the sheet or dashboard you want to share
2. Click the three-dot menu on the sheet or dashboard
3. Select Share
4. Enter the invitee’s email address and confirm

The invitee receives an email and joins the workspace as a Limited Viewer with access to that sheet or dashboard only. To give the same person access to more than one sheet or dashboard, repeat the invite from each one. Once they’ve joined, they appear on the Members page alongside everyone else, where an Owner or Admin can change their role or remove them from the workspace.

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FAQ