Your access: Admin
You can see every entity's P&L, budget and forecast, see the balance sheet and cash, save forecast scenarios, import forecast files, approve or return department plans, keep the headcount plan and see its salaries, change account mappings and the budget, run the Xero sync, manage people's access, approve change requests, build your own views, share views with the workspace, ask Foresail for help and file change requests.
Roles
Admins choose each person's role on People & access. Ask Foresail follows the same rules: it can only see and do what your role allows, and it never writes to Xero, changes anyone's access or sends messages.
| What | Admin (you) | Finance | Viewer | Department manager | Owner (coming later) |
|---|---|---|---|---|---|
| View all entities Every entity's P&L, budget and forecast, by group, entity and line. | ✓ | ✓ | ✓ | · | ✓ |
| View own department only Only the lines that belong to your department, including its staff costs and finance's comments on them. | · | · | · | ✓ | · |
| View balance sheet Balance sheet, cash and intercompany balances. | ✓ | ✓ | ✓ | · | ✓ |
| Edit forecasts Change forecast drivers and save scenarios and versions. | ✓ | ✓ | · | · | · |
| Import forecasts Upload a forecast file from Excel or CSV and save it as a version. | ✓ | ✓ | · | · | · |
| Submit a department plan Forecast your own department's lines for the open months and send the plan to finance. | · | · | · | ✓ | · |
| Approve department plans Approve the plans managers submit, or return them with a note. | ✓ | ✓ | · | · | · |
| Plan headcount Keep the headcount plan, with each position's salary. Managers see only their department's total. | ✓ | ✓ | · | · | · |
| Edit mappings and budget Map Xero accounts to lines and upload the budget. | ✓ | ✓ | · | · | · |
| Run the Xero sync Pull the latest actuals from Xero. Foresail only ever reads from Xero. | ✓ | ✓ | · | · | · |
| Manage people Invite people, change roles and reset access. | ✓ | · | · | · | · |
| Approve change requests Approve or decline what people ask to be built. | ✓ | · | · | · | · |
| Create personal views Your own charts, tables and KPIs, built from what you can see. | ✓ | ✓ | ✓ | ✓ | · |
| Share views with the workspace Make a personal view visible to everyone in the workspace. | ✓ | · | · | · | · |
| Use Ask Foresail Ask questions, get charts and downloads, within your own access. | ✓ | ✓ | ✓ | ✓ | ✓ |
| File change requests Ask for something new to be built. An admin approves it first. | ✓ | ✓ | ✓ | ✓ | · |
| In short | Everything, including people and approvals. | Runs the numbers: sync, mapping, budget and forecasts. | Reads everything, changes nothing shared. | Their own department's lines only. | Read-only access for shareholders. Not available to assign yet. |