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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

  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.

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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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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.
Limited Viewers are available on all plans as an add-on.

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FAQ

Go to Settings > Workspace > Members, click the gear icon next to the new Owner’s name, and promote them to Owner. Then change your own role to Admin, Editor, or Viewer as appropriate. Francis supports multiple Owners, so you don’t need to remove yourself first.
Yes. Francis supports multiple Owners in the same workspace.