Permissions List

Here are all the permissions you can use to create a custom role.

Category

Permission Name

Description

Anomalies

View Anomalies

Grants users access to view the relevant tabs and its associated features within the platform.

View Anomalies Feed

Grants users access to view the 'Anomaly Feed' tab.

View Manage Anomalies

Grants users access to view the 'Manage Anomalies' tab.

Create an Anomalies Alert

Enables users to create and duplicate any anomaly.

Edit Anomalies

Enables you to edit anomalies and access settings, the 'is activated' toggle, and add comments.

Delete Anomalies

Enables users to delete any anomaly from the Anomalies feed.

Clear all anomalies

Enables users to clear all detected anomalies in the Anomalies feed.

My Commitments

View My Commitments

Grants users access to view the 'My Commitments' tab.

Commitments Log

View My Commitments Log

Grants users access to view the 'Commitments Log' tab.

Dashboards

View Dashboards

Grants users access to view the relevant tab and its associated features within the platform.

Create Dashboard

Enables you to:

  • Build new dashboards from scratch or clone existing ones.

  • Offers the ability to create and customize individual widgets that display specific data points or visualizations.

Edit Dashboard

Enables you to:

  • Dashboard Settings: Adjust layout, visibility, and other configuration options.

  • Edit Widget: Includes the ability to edit, duplicate, export data to CSV, or subscribe to widget updates.

  • Delete Widget: Remove unwanted widgets from the dashboard to maintain a clean and organized view.

  • Share Dashboard: Enables you to share the dashboard with other users or teams.

Delete Dashboard

Enables you to permanently remove an entire dashboard, along with all associated widgets and settings.

Data Explorer

View data explorers

Enables users to access the Data Explorer tab.

Create data explorers

Enables users to create a new explorer and define the relevant parameters.

Edit data explorers

Enables users to edit an existing data explorer.

Delete data explorers

Enables users to delete a data explorer.

EDP

View EDP toggle

Enables users to view costs with EDP.

Create EDP Setup

Enables users to configure EDP and create EDP rules

Edit EDP Setup

Enables users to edit the EDP rules

Delete EDP

Enables users to delete the EDP rules

Event Annotations (Coming Soon)

Create Event Annotations

Enables users to create event annotations within Megabill.

Delete Event Annotations

Enables users to delete event annotations within Megabill.

Edit Event Annotations

Enables users to edit event annotations within Megabill.

Read Event Annotations

Enables users to read event annotations within Megabill.

Financial Plans

View financial plan

Grants users access to view Financial Plans tab and its associated features.

Create financial plans

Enables users to create financial plans.

Delete financial plans

Enables users to delete financial plans.

Edit financial plan line items

Enables users to edit financial plan items.

Enable/Disable line items

Enables users to enable and/or disable a line item within a financial plan.

Edit Financial Plan Settings

Enables users to edit financial plan settings like name and ACL.

Bulk Upload CSV

Enables users to bulk upload budget and forecast values to the financial plan using a CSV.

Add custom line to Financial Plan

Enable users to add a new custom line item to an existing financial plan under the financial plan permissions.

Edit line item by groups

Allows users to edit financial plan line items associated with groups they are part of.

Views

View Report

Grants users access to view Reports tab and its associated feature

Create Report

Enables users to create/duplicate a report

Edit Report

Enables users to edit reports.

Delete Report

Enables users to delete reports

Reports

View Report

Grants users access to view Reports tab and its associated features

Create Report

Enables users to create/duplicate a report.

Edit Report

Enables users to edit reports.

Delete Report

Enables users to delete reports.

Settings

View cost center

Enables users to view the 'Cost Centers' tab.

Create cost center

Enables users to create a cost center.

View Custom cost

Enables users to access the 'Integrations' tab.

Connect Custom cost

Enables users to connect a custom cost.

Delete Custom cost

Enables users to delete a custom cost.

View Custom Drill Down

Grants users access to view the '‘Custom Drill Down" tab.

Create Custom Drill Down

Enables users to create a Custom Drill Down.

Edit Custom Drill Down

Enables users to edit a Custom Drill Down.

Delete Custom Drill Down

Enables users to delete a Custom Drill Down.

View Custom Endpoints

Grants users access to view the '‘Endpoints' tab".

Create Custom Endpoints

Enables users to create an Endpoint.

Edit Custom Endpoints

Enables users to edit a an Endpoint.

Delete Custom Endpoints

Enables users to delete an Endpoint.

View Groups

Grants users access to view the 'Groups' tab (under the Settings tab) .

Create Groups

Enables users to create a Group.

Edit Groups

Enables users to edit a a Group.

View Endpoints

Enables users to view an endpoint.

Create Endpoints

Enables users to create an endpoint.

Edit Endpoints

Enables users to edit an endpoint.

Delete Endpoints

Enables users to delete an endpoint.

View account settings

Enable users to view the account settings tab and details.

Edit account settings

Enable users to edit the account settings setup.

Virtual Tags

View Virtual Tag

Grants users access to view the relevant tab and its associated features within the platform.

Create Virtual Tag

Create new virtual tags or duplicate existing ones.

Delete Virtual Tag

Permanently remove a virtual tag and all associated configurations.

Edit Virtual Tags

Enables users to edit Virtual Tags.

Governance

Create Policies

Enables users to create or duplicate a policy.

Edit Policies

Enables users to edit policies.

Delete Policie

Enables users to delete policies.

View Policies

Grants users access to view the Governance tab and its associated features.

Resources

View Resources

Grants users access to view the '‘Resources" tab.

Account Settings

Read application

Enables users to read the application.

User Management

Read users

Enables you to read the users.

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