Precisely control your team's access
Assign roles with granular permissions to each member. Protect sensitive data while enabling collaboration.
Everyone sees everything, without distinction
Single access for all
All team members have the same access level. The intern sees the same data as the director.
Sensitive data exposed
Margins, costs and profits are visible to people who do not need this information.
Risk of errors and changes
Without restrictions, anyone can modify settings, delete data or change configurations.
Precise roles for each member
Predefined roles
Four key roles: owner, admin, analyst and viewer. Each with its own permissions.
Granular permissions
Control access to financial data, settings, integrations and exports for each role.
Sensitive data protection
Hide margins, costs and profits from members who do not need this information.
Configure your roles in a few minutes
Choose a role
Select the appropriate role from owner, admin, analyst or viewer.
Assign the role
Assign the chosen role to each organization member during or after invitation.
Verify access
Check the permissions matrix to verify each role matches your needs.
Adjust as needed
Change member roles at any time to adapt access as your team evolves.
Complete access control
Four predefined roles
Owner, admin, analyst and viewer cover all use cases.
Financial data access
Limit margin, profit and cost visibility to authorized roles only.
Settings management
Only admins and owners can modify configurations.
Export control
Define who can export sensitive data from Fullmetrix.
Integration management
Restrict connecting and disconnecting integrations to appropriate roles.
Instant role change
Change a member role in one click. Permissions apply immediately.
Secure access to all your data
Frequently asked questions
What roles are available?+
Four roles: owner (full access), admin (management), analyst (extended viewing) and viewer (limited viewing).
Can I create custom roles?+
The four predefined roles cover most needs. Custom roles are planned for a future release.
Can an analyst see financial data?+
It depends on configuration. By default, analysts have access to financial data but not settings.
How do I change a member's role?+
From the team management page, change the role in one click. The change is instant.
Can the owner be changed?+
Yes, the current owner can transfer ownership to another admin member.
Do permissions apply to the API?+
Yes, role restrictions also apply to access via the Fullmetrix API.
Related pages
Popular features
Use cases
Ready to secure access to your data?
Set up roles and permissions to protect your sensitive information.
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