Manage roles

Control access to your Fincome data by assigning roles and permissions. Easily manage each user's rights for secure and effective collaboration.

Fincome allows you to configure roles and access for each invited user in your workspace. This lets you precisely define who can access which chart or data table. This is particularly useful if:

• You want to invite members of your team to view only a portion of the data: the MRR and its growth for the Sales team, for example

• You want certain data (salaries, cash balance) not to be accessible to all collaborators invited on the platform

• You want to use Fincome as a data room to give potential investors a real-time view of your activity but you do not want to disclose your cash burn or cash runway

Roles

You can assign 2 roles to invited users:

• Admin: the admin has access to all charts and underlying data and can also invite other users and set their role and permissions

• Member: the member only has access to the data for which they have permission and cannot invite other users or set their role and permissions

Permissions

When you invite a new user with the "member" status, you access the permissions management interface that allows you to define the charts and data tables you want to give them access to.

Charts correspond to the different charts on the platform. Data tables correspond to the tables accessible by clicking on a point in a chart as well as the raw data tables available in the "Data" section of the interface.

You can modify a user's role and permissions at any time and also remove access to their account.