Invite members
- Go to Settings > Workspace > Members
- Click Invite member
- Enter the invitee’s email address
- Select their role
- Click Invite
Remove members
- Go to Settings > Workspace > Members
- Click the gear icon next to the member’s name
- Select Remove from workspace
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.| Permission | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| Transfer ownership | X | |||
| Delete workspace | X | |||
| Invite and manage Owners | X | |||
| Invite and manage Admins, Editors, and Viewers | X | X | ||
| Rename workspace | X | X | ||
| Manage and update subscription | X | X | ||
| Manage and update billing details | X | X | ||
| View billing history and invoices | X | X | ||
| Connect and configure data sources | X | X | X | |
| Update account mappings | X | X | X | |
| Create and edit models | X | X | X | |
| Create and edit charts and dashboards | X | X | X | |
| Set status indicators and row descriptions | X | X | X | |
| Configure breakdowns | X | X | X | |
| Update forecast start and last close | X | X | X | |
| Sync connected data sources | X | X | X | (X) |
| View models and reports | X | X | X | X |
| Download reports and export to Excel | X | X | X | X |
| View saved versions | X | X | X | X |
| View journal entry drill-down | X | X | X | X |
| Comment and resolve threads | X | X | X | X |
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.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.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.Viewer
Viewers can see all models, download reports, and view journal entry details. They cannot make changes to models or manage members.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.
FAQ
How do I transfer ownership of my workspace?
How do I transfer ownership of my workspace?
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.
Can I have multiple Owners?
Can I have multiple Owners?
Yes. Francis supports multiple Owners in the same workspace.