Admin, Finance, and Business user types

Cube includes three default user types that give you a starting point for controlling access to features—such as dashboards, source data, reports, and users—across your organization. Each user type defines what users can see, use, or manage, and layers with data access groups to define what each user can do in Cube. Use our out-of-the-box roles or create your own custom user types for more granular control over your team's Cube experience.

We are currently rolling out this new feature. If you don't see User Management in your Cube navigation, you'll see these updates soon!

Learn more about user management and permissions. 

Admin

Admins have full access to use and manage all features and settings in Cube. This includes:

• Managing dashboards, reports, and templates
• Importing and editing source data
• Managing users and permissions
• Viewing and editing all dimensions, formulas, and tags

Use this role for system owners or team leads who need full visibility and control.

Finance

Finance users have broad access to Cube’s reporting and modeling features but limited permissions for user and system settings. This role allows members of your finance team to build and collaborate on reports, plans, and models.

They can:

• Create and manage personal reports
• Use dashboards and analysis tools
• View all dimensions, formulas, and tags
• Edit data (based on their data access group)

They can’t manage users, reports they haven’t created themselves, or change system settings.

Business

Business users are limited to exploring dashboards and running reports that have been shared with them. This role allows stakeholders to refresh reports and plans necessary for strategic decisions.

They can:

• View dashboards and reports
• Use shared reports and files

They can’t edit templates, manage dimensions, or access Cube’s administrative settings.

Detailed permissions for default user types