Role Permissions

Permissions specify the range of actions- Such as viewing, creating, editing, or deleting- that can be executed on Finout's resources. Each role contains a set of these permissions. Roles are assigned to users and a single user can inhabit multiple roles, inheriting the combined permissions of each.

In the Finout app you can find 4 pre-defined roles with their pre-defined list of permissions:

• Admin role: Has view, create, edit, and delete permissions.

• Read-only role: Has view permissions.

• Basic role: Has view permissions, and additional permissions, for example, save, edit, and rename Views, and full access to Slack endpoints.

• API token role: Has permissions relevant to using the Finout API.

Based on a user's assigned role, certain actions will be automatically restricted. For instance, under the Costs centers tab in Settings, the Add cost center button is deactivated for users with a 'read-only role'. Users needing additional permissions should reach out to their system admin.

In upcoming updates, we are working on allowing users to establish custom roles tailored to their accounts. For more details, please reach out to our support team at [e-mail].

Permission list based on roles

Category	Permissions	Admin Role	Basic Role	Read-Only Role
Dashboards	View Dashboards	✔	✔	✔
	Edit Dashboards	✔	✔
	Create Dashboards	✔	✔
	Delete Dashboards	✔	✔
Virtual Tags	View V-Tag	✔	✔	✔
	Create V-Tag	✔	✔
	Edit V-Tag	✔	✔
	Delete V-Tag	✔	✔
General	Full access to views	✔	✔	Can only view
	Create API tokens
Anomalies	View Anomalies	✔	✔	✔
	View Anomalies Feed	✔	✔	✔
	View Managed Anomalies	✔	✔	✔
	Create Anomalies Alert	✔	✔
	Edit Anomaly	✔	✔
	Delete Anomaly	✔
	Clear all anomalies	✔
Data Explorer	View data explorers	✔	✔	✔
	Create data explorers	✔	✔
	Edit data explorers	✔	✔
	Delete data explorers	✔	✔
Financal Plan	View financial plans	✔	✔	✔
	Edit financial plan line items	✔
	Edit line item by group	✔	✔
	Create financial plans	✔
	Delete financial plans	✔
	Enable/Disable line items	✔
	Edit Financial Plan Settings	✔
	Bulk Upload CSV	✔
	Add custom line to Financial Plan	✔	✔
Reports	View Report	✔	✔	✔
	Create Report	✔	✔
	Edit Report	✔	✔
	Delete Report	✔	✔
Resources	Full access to Resources	✔	✔	✔
My Commitments	Full access to My Commitments	✔	✔	✔
Commitment Log	Full access to Commitment Log	✔	✔	✔
Settings	Full access to custom Drill Down	✔	✔	can only view
	Full access to Endpoints	✔	✔	can only view
	Write account settings	✔
	Full access to cost center	✔	can only view	can only view
	Full access to Custom cost	✔	can only view
	Full access to groups config	✔
EDP	Manage EDP	✔
Governance	Create Policies	✔	✔
	Edit Policies	✔	✔
	Delete Policies	✔	✔
	View Policies	✔	✔	✔
Views	View views	✔	✔	✔
	Create views	✔	✔
	Edit views	✔	✔
	Delete views	✔	✔