Create roles

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
Full data accessAllows users full access to all companies under the client. If deselected, you can manage access to the various companies under the Users > Data access.
DrilldownAllows users to drill down to see the underlying detail of the value presented in a report.
View vouchersAllows users to drill down to see vouchers.
Download Excel files from ArchiveAllows users to download a reports in Archive as Excel files. If a user does not have this permission, reports can only be downloaded as pdfs.
Manage connectionsAllows users to manage connections and data import jobs in Import Data/Data connections.
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
Import dataAllows users to access the Import Data module where they can manage connections to their ERP system and 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.)

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 January 16, 2026