Admin, Editors and Viewers
Last updated
Last updated
You can invite, remove, and promote/demote members to admin, editor, or viewer roles from the workspace members settings page.
The user who creates an organization is automatically assigned the Admin role. Admins have exclusive privileges to invite, remove, promote, or demote team members. They manage members via the Team Members page in the settings. Only an Admin can terminate the organization account.
If you wish to transfer the ownership of your organization to a different team member, please email us at support@francis.app.
Editors have many of the same privileges as Admins but cannot manage team members or terminate the organization. They have full access to all models, allowing them to collaborate closely with Admins on tasks such as modeling, account mapping, forecasting, and consolidation.
Viewers have full access to all models within the organization. Unlike Admins and Editors, Viewers can only view existing work and cannot make any changes. They can access features like downloading reports and viewing transaction details but are not permitted to alter models in any way.
