Users

What the Users tab is for

The Users tab is admin-only. Invite new users, change roles, scope access to specific companies or departments, and remove users to free seats. The full roles and permissions matrix lives on the Settings overview.

TL;DR

Click + Add user, set role and access. Edit any row to change role or scope. Remove a user to revoke access and free their seat.

Users elements

Invite a user

Open the Add user modal:

  • Email — the user’s email; the system sends an invite to this address.
  • First / Last name — optional, used for display until the user updates them.
  • Role — Admin, Editor, Viewer, or Guest.
  • Companies — pick the companies this user can see. The chip on the row shows All companies, a single name, or N of M.
  • Departments (with the Departments add-on on) — pick the departments this user can see. Same chip shape.

Admins always see every company and every department; the Companies and Departments chips on admin rows are locked.

Edit / remove

The row’s Edit action opens the same modal pre-populated. Remove revokes access and frees the seat (paid roles); a confirmation is required.

Companies scope chip

The Companies column on each row carries a single chip:

  • All companies — full access (default).
  • Acme GmbH — single company.
  • N of M — multiple companies out of the total.

Click the chip to open the popover and tick the companies. Non-admins must keep at least one company; the popover blocks unchecking the last selection.

Departments scope chip

When the Departments add-on is on, a second chip on each row scopes the user to specific departments. Same shape — All departments / single name / N of M. Empty selection means full access. Admins are locked.

What scoped users see

Company scope takes effect immediately: a user only sees their assigned companies everywhere in the app.

A non-admin user with a department scope (i.e. fewer than all departments selected) sees only Financials, Planning, and Settings → Profile in the sidebar. Dashboard, Analysis, Data, and the other Settings tabs are hidden. In Financials they see only the P&L (BS / CF hidden), and the scope pill is locked to their departments.