Managing Users & Rights

In Fidura, user access is controlled at the organisation level. Admins can manage who has access to the platform and what actions they are allowed to perform.

Accessing User Management

1. Go to the Organisation tab
2. Select Organisation Settings
3. Open the Admins and Users table

Adding a New User

1. Click Add User
2. Enter the user's email address
3. Assign the appropriate role:
   • Admin – full access to organisation and entity data, including user management
   • Edit – can add and edit data but cannot manage users
   • View – can only view data without making changes
   • Access – limited access for external collaborators (e.g., auditors, advisors)

Editing Roles

• Existing users' roles can be updated directly from the Admins and Users table
• Changes take effect immediately across the platform

User Roles Explained

Admin

Full access to organisation and entity data, including user management. Admins can:

• Manage all entities and stakeholders
• Add and remove users
• Configure organization settings
• Access all features and data

Edit

Can add and edit data but cannot manage users. Users with Edit role can:

• Add and edit entities, stakeholders, and capital structure
• Upload and manage documents
• Create and assign tasks
• Cannot manage users or organization settings

View

Can only view data without making changes. Users with View role can:

• View all entities, stakeholders, and data
• View documents and reports
• Cannot make any changes to data

Access

Limited access for external collaborators (e.g., auditors, advisors). Users with Access role can:

• View specific entities or documents as assigned
• Limited access based on permissions
• Cannot make changes to data