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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.