Users’ management

Path in Platform: Global setup > General > User management

Last edited: 29 July, 2026

User management allows you to add additional users to your workspace. If you have multiple workspaces, you can add different users to each of them.

Levels of permission

There are 4 types of user permissions available:

• Finance viewer - can access financial tab, download Yieldbird tag and selected Performance charts
• Viewer - can access and view everything in the workspace, but cannot modify anything
• Editor - can access the workspace and modify everything except adding / deleting users and browsing financial tab
• Owner - everything that Editor can + can add / delete users and browse financial tab