Manage Team Member Permissions – Cube

To manage existing team members, visit your Cube portal, and under Settings in your navigation bar, select Team.

In this article:

Guide to Permissions

There are three different permission groups a team member can be added to:

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.

	Admin	Finance	Business
Connect Source Systems	✅	✅	❌
Import Source Data	✅	✅	❌
Create Data Table	✅	✅	❌
View Source Dimensions	✅	✅	❌
View Cube Dimensions	✅	✅	✅
Add Dimensions	✅	✅	❌
Map Dimensions	✅	✅	❌
Fetch Data*	✅	✅	✅
Publish Data*	✅	✅	Permission-based
Drilldown on a Value	✅	✅	✅
Edit and publish all dashboards	✅	❌	❌
View all published dashboards	✅	✅	✅
View Audit Trail	✅	✅	❌
Add New Business Team Members	✅	✅	❌
Add New Finance Team Members	✅	❌	❌
Upload Flat File	✅	✅	❌
Manage Currencies (if enabled)	✅	✅	❌

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

By default, this box is checked. Uncheck the box to prevent the team member from changing data in Cube.

Team members restricted from a particular dimension will not see that dimension populate in the add-on.

Check marks grant access

Uncheck to remove access

Only Business and Finance permission groups can be updated, as Admin has all permissions.

1. Next to the team member name, select

2. Make any changes to their view of dimensions and/or their permissions to modify financial data

See the Permission Guide at the top of this article for more insight.

Deactivating a team member removes their ability to access the company. You are able to reactivate them later if needed.

If the team member has permission group Business or Finance:

Click next to their name on the right-hand side and scroll down to the bottom to find the deactivate button.

If the team member is an admin:
Once you click the edit button you'll be automatically directed to the deactivate button.

Once the deactivate button has been selected, you'll be prompted to confirm this action:

The team member has been deactivated and will be listed on your Team page under Deactivated Team Members.

To reactivate a team member, go to your Settings page and select Team

Scroll to the bottom, and next to the team member's information on the right, click

The team member is now reactivated.

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