Add Team Members

Invite team members with pre-determined levels of access and capability.

If you're curious about how many seats your Cube has, refer to your Cube contract or reach out to your Customer Success Manager. 

1. From the side navigation in your Web portal, select Team.

2. Select +New in the top right-hand corner of the page.

3. Input the Email Address of the new team member and select their Permission Group

• Admin - Admins are considered Cube "owners." Admin users have access to all capabilities in Cube and can add new users to any permission group and manage all other users' permissions.
• Finance - Finance users are considered "contributors" and have access to all capabilities in Cube other than adding new admins or changing existing admin privileges.
• Business - Business users are considered "viewers"; they can fetch (i.e., read) data in the Add-On in Excel or Google Sheets but cannot import data or change any account mappings. If given permission (see below), Business users can also publish (i.e., write) data.

See Permission Groups chart below for additional details.

4. Select whether to allow this team member to modify financial data in Cube

5. Uncheck any Dimensions below that the team member should not be able to read and write values from. The team member will still be able to see the entire list of dimension names.

Keep in mind as dimensions are added, this team member will have access to them if they already have access to the parent dimension. 

6. Select   to email the new team member with the invitation. Your teammate will receive the following an emailed invitation that is active for seven days. 

Permission Groups 

* Only for dimensions where the team member has been granted access