Members
Admin: everything. Finance: sync, mapping, budget, checks. Viewer: reads everything. Department manager: only their department's lines, no balance sheet; staff-cost lines stay at category level.
| Role | Joined | |
|---|---|---|
| demo@example.com | admin | 08/04/2026 |
| manager@example.com | manager · Sales | 27/07/2026 |
Invite someone
Creates a one-time link for that email. They open it, create an account, set up an authenticator app and join with the role you pick.
| Pending | Role | Invited | Link | |
|---|---|---|---|---|
| new.starter@example.com | viewer | 24/10/2026 | expires 31/10/2026 |
Activity
Last 40 changes: invites, roles, mappings, budget uploads, syncs and exports.
| When | Who | What | Detail |
|---|---|---|---|
| 25/10/2026, 22:19 | demo@example.com | forecast.segments | id: demo-fc2 · file: FP&A segments (demo).csv · notes: {"client":"Orbit Logistics from the model's comparison method"} |
| 25/10/2026, 21:19 | demo@example.com | sync.run | trigger: manual |
| 25/10/2026, 21:19 | demo@example.com | forecast.import | id: demo-fc2 · name: FP&A forecast (demo) · file: FP&A forecast (demo).xlsx |
| 25/10/2026, 18:19 | system | kpi.sync | source: Datapack (demo) · kind: powerbi · trigger: cron · status: ok · figures: 12 |
App errors
The last 20 pages that crashed for someone in this workspace, newest first.
No errors reported.