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Manage roles

Summary. Fincome lets you choose exactly what each user sees: menus, charts, data tables and each individual report. For example, you can give access to a single report without opening your Analytics and Revenue analyses.


Common use cases:


  • give the Sales team access to MRR and its growth, and nothing else;
  • keep some data (cash, billed amounts) for management only;
  • share a monthly report with an investor, a board or an accountant without opening the platform to them;
  • use Fincome as a data room, choosing exactly which metrics are visible.


Roles


Two roles are available:


  • Admin: access to all charts, data and Settings. An admin can invite users and set their permissions.
  • Member: access only to what you open to them. A member can't invite users or change permissions.


The account owner appears with the Account owner role and has the same rights as an admin.


Edit a member's permissions


  1. Open Settings > Users.
  2. Click Edit next to the user.
  3. Select the Member role: the permissions are displayed.
  4. Check or uncheck the access you want, then click Save.


Permissions are grouped into five blocks.


Block

What it controls

Menu visibility

The entries visible in the navigation: Target and Custom reports. Analytics, Revenue and Data are shown according to the rights granted in the next blocks.

Charts

Each chart of the platform, read only: MRR, MRR-ARR movements, Churn rate, Renewals, Cash, Billed amounts, CAC, LTV, etc.

Data tables

The tables of the Data section (Customers, Invoices, Invoice lines, Plans, Products, Subscription items, Credit notes…), each with a read only right and a write right.

Other

Creating Targets and Saved segments.

Reports

Access to each report, one by one.


Give access to a report


In the Reports block, each report of the account has a selector with three levels:


  • No access: the report doesn't appear for this user;
  • Read only: the user views the report without being able to edit it;
  • Editor: the user can edit the report.


Reports shared with everyone are listed separately. The Hide reports shared with everyone option removes them from the user's view, including those created later.


Give Reporting-only access


For someone to view only one or several reports:


  1. Invite them with the Member role (see Invite users).
  2. In Menu visibility, keep Custom reports checked.
  3. Uncheck the Charts and Data tables blocks.
  4. In the Reports block, set the relevant reports to Read only.
  5. Click Save.


The user then sees the whole content of the reports you opened to them, including the charts they contain, without having access to these charts in Analytics or Revenue. They can't retrieve any data other than what is configured in the report.


Good to know: a chart included in a shared report stays readable by the user, even if that chart is unchecked in their Charts block. Check the report's content before sharing it.


FAQ


How can I check what a member sees?
Invite an alias of your own address (for example firstname+test@yourcompany.com), apply the same permissions to it and log in with this alias. You'll see the platform exactly as this member does.


Can a member edit data?
Only in the tables for which you checked the Write right in the Data tables block.


Can I change permissions later?
Yes, at any time from Settings > Users > Edit. You can also remove a user's access from this screen.



Updated on: 25/09/2026

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