> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finanzdash.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User roles

> The three roles in FinanzDash and their permissions

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

| Feature             | Super admin |   Administrator  | User |
| ------------------- | :---------: | :--------------: | :--: |
| View dashboards     |     Yes     |        Yes       |  Yes |
| Manage companies    |     Yes     |        Yes       |  No  |
| Manage users        |     Yes     |        Yes       |  No  |
| Upload data         |     Yes     |        Yes       |  No  |
| Edit dashboards     |     Yes     |        Yes       |  No  |
| Create AI reports   |     Yes     | Yes (if enabled) |  No  |
| Change AI settings  |     Yes     |        No        |  No  |
| DATEV interface     |     Yes     |        No        |  No  |
| Manage super admins |     Yes     |        No        |  No  |