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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