Edit rights

Determine if users should have viewing, editing or admin rights

Specify roles in your organization settings.

RoleCanCannot

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 support@francis.app if you wish to assign Admin rights.

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