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 [email protected].

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	✔	✔
Financial 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	View Resources	✔	✔	✔
My Commitments	View My Commitments	✔	✔	✔
Commitments Log	View Commitments Log	✔	✔	✔
Settings	View custom Drill Down	✔
	Create custom Drill Down	✔
	Edit custom Drill Down	✔
	Delete custom Drill Down	✔
	View custom Endpoints	✔
	Create custom Endpoints	✔
	Edit custom Endpoints	✔
	Delete custom Endpoints	✔
	View account settings	✔	✔
	Edit account settings	✔
	View cost center	✔
	Create cost center	✔
	View Custom cost	✔
	Connect Custom cost	✔
	Delete Custom cost	✔
	View groups	✔
	Create groups	✔
	Edit groups	✔
EDP	View EDP toggle	✔
	Create EDP Setup	✔
	Edit EDP Setup	✔
	Delete EDP	✔
Governance	Create Policies	✔	✔
	Edit Policies	✔	✔
	Delete Policies	✔	✔
	View Policies	✔	✔	✔
Views	View views	✔	✔	✔
	Create views	✔	✔
	Edit views	✔	✔
	Delete views	✔	✔
Event Annotation (Coming Soon)	Create Event Annotations	✔	✔
	Delete Event Annotations	✔	✔
	Edit Event Annotations	✔	✔
	Read Event Annotations	✔	✔