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How to Manage User Rights on Consolidations in Agicap?
How to Manage User Rights on Consolidations in Agicap?
Updated over a week ago

Understanding User Roles in Consolidations

  • Members: Can access a consolidation.

  • Admin Members: Can manage the consolidation (edit or delete it, manage user rights, grant admin rights).

  • Organization Admins: Have oversight of all consolidations in the organization but are not members by default.

Creating a Consolidation

Any user in an organization with the consolidation feature activated can create a consolidation using entities they are a member of with access to the Cashflow product.

Changing Consolidation Parameters

Only admins of a consolidation can change its parameters, such as editing entities or cashflow settings (currencies, categories, scenarios). For consolidations with alternative scenarios, only the main admin (the creator) can make edits.

Managing Users on Consolidations

Inviting Users

All members can invite existing users to a consolidation if they have invite rights on all entities within the consolidation.

Granting Admin Rights

Admins can grant admin rights to other permanent members of the consolidation, even if they are not members of all entities within the consolidation.

Organization Admins

  • Can view and manage all consolidations in the organization.

  • Can add themselves as users and admins to any consolidation.

  • Can invite users to consolidations and manage user rights.

  • Must ensure there is always at least one admin in a consolidation.

Modifying Transactions

To modify a transaction within a consolidation, you must be a member of the transaction's entity.

What Can Each User Do on Consolidations?

Recap table : what can each user do on consolidations?

Can user ➡ do actions ⬇ ?

simple user of the organization

simple user of the consolidation

user of all entities of the consolidation

admin of the consolidation

admin of the organization

Permissions

1. access the “consolidation” tab of the “Entities and Consolidations” page

✅

✅

✅

✅

✅

2. create a new consolidation (of entities you’re a member of)

✅

✅

✅

✅

✅

3. access the consolidation

❌

✅

✅

✅

only if they are also member* (*if they’re not a member, they can still add themselves as member first)

4. edit the entities of the consolidation

❌

❌

❌

✅

only if they are also member*

5. edit the cashflow parameters (currencies, categories, scenarios…) of the consolidation

❌

❌

❌

✅

only if they are also member*

6. add an existing Agicap user to the consolidation

❌

❌

✅ (if invite permission on all entities)

✅

✅

7. see users of the consolidation

❌

❌

❌

✅

✅

8. remove a user from the consolidation

❌

❌

❌

✅

only if they are also member*

9. grant admin rights on the consolidation

❌

❌

❌

✅

only if they are also member*

10. remove their own admin rights on the consolidation (provided there is ≥1 admin left)

❌

❌

❌

✅

only if they are also member*

11. remove someone else’s admin rights on the consolidation (provided there is ≥1 admin left)

❌

❌

❌

✅

only if they are also member*

12. delete the consolidation

❌

❌

❌

✅

only if they are also member*

Cashflow section

A. access “Cash positioning” in the consolidation

❌

❌

✅

❌

❌

B. see transaction details (if option is activated)

❌

✅

✅

✅

only if they are also member*

C. edit transactions details (if option “see” is activated)

❌

✅ (must be user of the entity of the transaction)

✅

✅ (must be user of the entity of the transaction)

only if they are also member*

Custom dashboard

D.. see existing custom dashboards

❌

✅

✅

✅

only if they are also member*

E. edit custom dashboards

❌

✅

✅

✅

only if they are also member*

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