1. From the side navigation, select Team under Settings
2. Select +New button on the Team page
3. Input the Email Address of the new team member and select their Permission Group
4. Select whether to allow this team member to modify financial data in Cube
5. Select which Dimensions this team member can read and write values to.
In the following setup, this team member would be able to read and write values to Bank, Long Term Assets, Other Assets, and Fixed Assets, but not Current Assets.
6. Select the Send Invite button to send an email to the new team member.
Permission Groups
|
Owner |
Finance |
Business |
---|---|---|---|
Connect GL |
x |
x |
|
Import Trial Balance |
x |
x |
|
Upload Data Table |
x |
x |
|
View GL Dimensions |
x |
x |
|
View Cube Dimensions |
x |
x |
x |
Add Dimensions |
x |
x |
|
Map Dimensions |
x |
x |
|
Fetch Data* |
x |
x |
x |
Publish Data* |
x |
x |
x |
View Audit Trail |
x |
x |
|
Add New Business Team Members |
x |
x |
|
Add New Finance Team Members |
x |
|
|
Upload Data Table |
x |
x |
|
* Only for dimensions where the team member has been granted access
Comments
0 comments
Article is closed for comments.