Assign Template Permissions

Use Financial Security to control which team members can view or edit each financial template. Changes save immediately.

Where: Mission Control → Financial Statements → Financial Security
Route: /missioncontrol/financials/security

Templates must already exist in Create and design financial templates.

This page currently manages Template Permissions only.

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Open the matrix

1. Open Financial Security.
2. You see Template Permissions: rows are team members; columns are templates.
3. Fixed columns: Team Member, Email, Role.
4. Use Search… to filter members. Use Refresh to reload the matrix.

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Show or hide template columns

1. Click the Template Permissions filter control (filter icon).
2. Check templates to show as columns.
3. Use Select all or Hide all as needed.

Only visible template columns are included in bulk Apply To.

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Set access for one cell

Each template column cell shows lock/unlock plus view/edit icons when access is granted.

Control	Effect
Locked icon	Click to unlock → grants View access
Unlocked icon	Click to clear → No access
Eye icon	Toggle view (Grant view access / Remove view access)
Pencil icon	Toggle edit (Grant edit access / Remove edit access)

Tooltip states: No access, View access, Edit access, Edit and view access.

Each click persists immediately (no separate Save).

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Bulk apply to filtered rows

1. Filter members with Search… so the table shows only the people you want to change.
2. Ensure the target templates are visible in the column filter.
3. Click Apply To.
4. In Apply To Filtered Rows, review Summary (member × template counts).
5. Under Permissions → Permission, choose:
   • Edit + View
   • Edit Only
   • View Only
   • None
6. Click Apply.

This overwrites permission for all filtered members and selected (visible) templates.

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Practical order

1. Create templates in Builder.
2. Grant edit to designers and view to consumers on Financial Security.
3. Have users create and run saved statements in Viewer with the access they need.