Permissions

Hardfin supports roles as the foundation for advanced permissions and role-based access control (RBAC). Roles allow administrators to organize users into groups and prepare granular permission management.

Roles

Roles provide a way to organize users within your organization based on departments, teams, or functional roles. Roles serve as the building blocks for permission and access control features.

Key capabilities

• Default roles - Use User and Admin to configure basic user distinctions

• Role creation - Create custom roles to match your organizational structure

• User assignment - Add users to one or more roles based on their work in the organization

Setting up roles

1. Create roles - Define role that reflect your organization's structure (e.g., "Finance Lead", "Operations Manager", "Project Manager", "Controller")

2. Assign users - Add users to appropriate roles based on their responsibilities

3. Manage membership - Update roles assignments as user responsibilities change

Contact your account manager to configure user roles. Default roles for User and Admin are available in all Hardfin instances. Custom roles are an advanced feature configured for your organization during implementation. Roles can be created and managed for more advanced RBAC needs on Hardfin advanced subscription tiers.