Manage permissions for a role

When you have created a role at the tenant level, you can manage data access for all members of that particular role.

  1. On the Roles tab, click the role you want edit.
  2. In the Permissions section, manage permissions and data access for the role. The table shows the options for permissions.


Permission Description
PERMISSIONS Turn on the top switch to give user all permissions.
Can manage users, licenses and data access Allows users to manage users, licenses and data access for the tenant.
Can 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.
Can drill down Allows users to drill down to see the underlying detail of the value presented in a report.
Can import company data Allows users to access the Get Data module where they can manage connections to their ERP system and import data.
Can manage categories Allows users to create categories in the Live Reporting and Budgeting modules.
Can view vouchers Allows users to drill down to see vouchers.
Has full data access Allows users full access to all companies under the tenant. If deselected, you can manage access to the various companies under the Data access section.
Can manage connections Allows users to manage connections and data import jobs in Get Data.