Skip to main content
FinanzDash distinguishes three user roles with different permissions. Your role determines which menu items and features you see.

​
Super administrator

The super administrator has the most extensive permissions. They can do everything an administrator can, and additionally:
  • Manage other super administrators (promote and demote)
  • Configure AI providers (API key, model)
  • Enable and disable AI report access for administrators
  • Assign token quotas (Starter, Standard, Professional, Custom)
  • Set up and use the DATEV interface
  • View and filter all firms
  • Assign companies to multiple users at once
Super administrators are marked with a gold crown icon.

​
Administrator

Administrators are firm employees who manage data and users. They can:
  • Create, edit, and delete companies
  • Invite, edit, and delete users
  • Upload, replace, and delete financial data
  • Create and edit dashboards and widgets
  • Create and publish AI reports (if enabled by the super administrator)
  • Assign reports to companies
Administrators can be restricted to their assigned firm(s). They then only see companies and users of those firms. Administrators are marked with a turquoise shield icon.

​
User (client)

Users with the “user” role have read-only access. They can:
  • View dashboards for the companies assigned to them
  • Switch between assigned companies
  • View their own profile
They cannot manage companies, users, data, or reports. In the sidebar, they only see the “Dashboards” menu item.

​
Role overview