Create roles

Create roles to manage user access to modules, companies, and permissions.
Important

Only top-level administrators can create new roles.

  1. Go to Administration.
  2. Click the top level in the organization tree.
  3. Click Roles.
  4. Click the button with three dots … on the top right corner of the screen.
  5. Click New Role.
  6. Give the role a suitable Name.
  7. (optional) Enter a description for the role.
  8. Click Save.

Add users to Roles

Important

Administrators at all levels (top, group, or client) can add users to roles.

  1. Go to Administration
  2. Go to the level in the organization tree where you want to add users.
  3. Click Roles.
  4. Click on an existing role.
  5. Under Users, click ✏️ Edit.
  6. Select the users to add by searching in the Search bar.
  7. Click the user’s name.
  8. Click Save.

Add Permissions to a role

  1. Go to Administration
  2. Go to the level in the organization tree where you want to add users.
  3. Click Roles.
  4. Click on an existing role.
  5. Under Permissions, click ✏️ Edit.
  6. Switch On or Off the various permissions.
PermissionsDescription
DrilldownAllows users to drill down to see the underlying detail of the value presented in a report.
View details for personal costsView details for personal cost data.
View vouchersAllows users to drill down to see vouchers.
Download Excel files from ArchiveAllows users to download reports in Archive as Excel files. If a user does not have this permission, reports can only be downloaded as PDFs.
Manage categoriesAllows users to create categories in the Reporting and Budgeting modules.
Download budget templatesAllows users to get budget templates from the Marketplace in Budgeting.
ModulesDescription
DashboardsDashboards show predefined overview images of the company’s finances.
Import DataAllows users to access the Import Data module where they can manage manual import jobs to import data.
Data ManagerAllows users to edit data in Data Manager.
Drilldown layoutAllows users to customize the drilldown view in Drilldown layout.
Budgeting and Multi Company setupAllows users to set up Budgeting and Multi-Company setup. (Only for Cloud Agent version.)
Edit contentAllows users to create or change queries in Data Explorer.

Add labels to role

  1. Go to Administration.
  2. Go to the level in the organization tree where you want to add users.
  3. Click Roles.
  4. Click on an existing role.
  5. Under Labels, click ✏️ Edit.
  6. Add Labels to the role by selecting the labels from the Add labels list. By turning on the Include all… switches , you can select all labels.
Tip

Learn more about roles, labels, and report distribution in User Roles and Report Labels.

Last modified May 8, 2026