Roles and permissions allow you to manage user access on the dashboard by offering fine-grained control over who can access what part of the dashboard.

You can customize the access privileges of a user based on specific user roles, controlling accessibility within the platform. Additionally, you can further customize access with additional user permissions available to some roles, granting or restricting access to sensitive financial information accordingly.

This level of granularity ensures that only authorized individuals or groups have the necessary permissions to view and manipulate critical data, mitigating the risk of unauthorized access or data breaches.


The following roles are available to dashboard users.

AnalystView only--View only---
Customer Support------
System Manager-----
System Support-View onlyView only----
User Manager------

For more information, please see our guide on user roles.


The following additional permissions are available to dashboard users with the Analyst and Customer Support roles.

For more information, please see our guide on additional permissions.