Manage members

Overview

You can invite, remove, and promote/demote members to admin, editor, or viewer roles from the workspace members settings page. Your plan determines the number of Editors you can invite into your organization to collaborate on various efforts like consolidation, modeling, and reporting.

Admins

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 your organization's admin rights to a different team member, please email us at [e-mail].

Editors

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

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.

All plans from Core through Enterprise include unlimited viewers, allowing you to share your models with your whole organization without limitations. Organizations are limited to one Admin role.

Advisors

If you're working with one of your associated Fractional CFOs or implementation partners, their access to your organization will not count towards your limit on allowed Editors.

Certified Francis Partners will have a unique Advisor tag to distinguish between regular members and external partners.