Admin & Settings
Configure users, permissions, backups, and workspace settings.
6 articles
Input SetupLearn how to manage years, versions, and key system actions such as on-demand calculations, data refresh, maintenance mode, and financial year settings within the Input Setup panel.
SharingA quick guide to sharing items in Farseer, managing user permissions, setting access levels, and using tracked shares for monitoring progress and approvals.
Users, Groups & PermissionsOverview of how users and groups are managed in Farseer, including assigning feature and class permissions, creating service users for API integrations, and controlling access to sheets, dashboards, database objects,…
LocksAdmins can lock specific years, versions, variables, or dimension members to prevent users from editing finalized or restricted data. Lock rules offer precise control over which parts of the model…
Backup & RestoreOverview of all system backups with options to download, restore, or create new ones. Restoring resets the entire workspace to the selected backup.
Audit LogsA detailed log of all user actions in the system, with filters for time, type, and user, plus item-level details for full traceability.