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Users, roles and access

People are invited by email to a firm, with a role and, where it applies, the clients they work on. The invitation link is valid for 30 days.

Roles

• Admin: every client, billing, firm settings and users.
• CFO: assigned clients, all modules.
• Accountant: assigned clients, Automate by default.
• Client: one client, Analysis only.

Who can do what

• Everyone assigned to a client can import data, create schedules, post journals, view the analysis, save forecast versions, compose reports and export.
• CFOs and Admins also set module access and client settings, close and lock periods, review and sign off, and delete schedules.
• Only Admins manage users, billing and firm settings, see every client, and assign people to clients.

Modules by client

For each client, each person's access to Automate, Intelligence and Valuation is set in Client Settings, Team. Engagement leads always have full access.

A client's management team

A Client user opens Analysis for their company, including KPIs and margin. The close, Connect Data and settings are not available to them. There is no separate client portal.

More in Firms and teams

• The portfolio view

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