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.
Budgets	Edit a budget	Enables users to edit a Budget.
	Create and Delete a budget	Enables users to create a new budget and delete an existing budget.
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	Manage EDP	Enables users to define, edit, and delete EDP rules.
Financial Plans	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 group	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	Write account settings	Enables users to access the 'Account Settings' tab (under the Settings tab) and perform actions like enabling options. Select the default cost type to allow all users to see the cost data with EDP adjustments.
	Full access to cost center	Enables users to access the 'Cost Centers' tab (under the Settings tab) and perform actions like creating a cost center.
	Full access to Custom cost	Enables users to access the 'Integrations' tab (under Settings tab) and perform actions like connecting an Integration.
	Full access to custom Drill Down	Enables users to access the 'Custom Drill Down' tab (under the Settings tab) and perform actions like creating editing, and deleting custom drill downs.
	Full access to Endpoints	Enables users to access the ‘Endpoints' tab (under Settings tab) and perform actions like creating, editing, cloning, and deleting endpoints.
	Full access to a groups config	Enables users to access the 'Groups' tab (under the Settings tab) and perform actions like creating and editing Groups (edit the 'Data access status' toggle).
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.
Finout	Read application	Provides read access to the Finout platform.
Admin Portal	Read groups	Enables users to view a list of all groups (under the Admin Portal).
	Read users	Enables users to view a list of all users (under the Admin Portal).
Roles	Read roles	Enables users to access the roles tab.
	Write roles	Enables users to create or edit custom roles.
	Delete roles	Enables users to delete custom roles.
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.