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Edit rights

Determine if users should have viewing, editing or admin rights

Specify roles in your organization settings.
Specifying roles in organization settings
Role
Can
Cannot
Admin
Edit all financial models
Edit data sources
Edit dashboards & charts
Update account matching
See all actuals & transactions
Invite or remove organization members
Terminate the account
​
Editor
Edit all financial models
Edit data sources
Edit dashboards & charts
Update account matching
See all actuals & transactions
​
Invite or remove organization members
Terminate the account
Viewer
See all financial models 
See all data sources 
See all actuals & transactions 
See dashboards & charts
Modify any financial model
Change any account matching
Invite or remove organization members
Terminate the account
Viewers can update date ranges in financial models and charts, but these changes will not be saved.
For security purposes, contact [email protected] if you wish to assign Admin rights.

Role	Can	Cannot
Admin	Edit all financial models Edit data sources Edit dashboards & charts Update account matching See all actuals & transactions Invite or remove organization members Terminate the account
Editor	Edit all financial models Edit data sources Edit dashboards & charts Update account matching See all actuals & transactions	Invite or remove organization members Terminate the account
Viewer	See all financial models See all data sources See all actuals & transactions See dashboards & charts	Modify any financial model Change any account matching Invite or remove organization members Terminate the account

Comparison report

Next - 5. Access & Collaboration

Collaboration

Last modified 1mo ago