Create roles

NOTE: 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 Actions.
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

NOTE: 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.

PERMISSIONS	Description
Full data access	Allows users full access to all companies under the client. If deselected, you can manage access to the various companies under the Users > Data access.
Drilldown	Allows users to drill down to see the underlying detail of the value presented in a report.
View vouchers	Allows users to drill down to see vouchers.
Download Excel files from Archive	Allows 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 connections	Allows users to manage connections and data import jobs in Import Data/Data connections.
Manage categories	Allows users to create categories in the Reporting and Budgeting modules.
Download budget templates	Allows users to get budget templates from the Marketplace in Budgeting.
MODULES	Description
Import data	Allows users to access the Import Data module where they can manage connections to their ERP system and import data.
Data Manager	Allows users to edit data in Data Manager.
Drilldown layout	Allows users to customize the drilldown view in Drilldown layout.
Budgeting and Multi Company setup	Allows 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.

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