Default Roles
Pre-configured roles in GATHER.nexus. Their permissions are fixed and cannot be edited.
Finance Reviewer
Review/approve submissions; no source-data edits.
Typical occupants: controllers, finance directors.
Finance Preparer
Create and modify consolidation entries; manage reconciliations.
Typical occupants: senior accountants, consolidation specialists.
Report Viewer
Read-only access to generated reports; no transaction visibility.
Typical occupants: board members, investors, non-finance execs.
Finance Lead
Broad financial access and reporting control.
Typical occupants: finance managers and reporting leads.
Admin
Full platform and user management rights.
Typical occupants: CFO, system administrators.
Create a New Role
Steps to add a custom role that matches your organisational needs.
Go to Users & Roles → Roles.
Click Add Role.
Provide:
Role name: use clear, function-based names (examples: UK Finance Manager, Consolidation Analyst, Board Observer). Avoid personal/temporary names.
Description: short purpose and scope (who should have this role and why).
Click Add to create the role.
Note:
New custom roles start with no permissions for security; you must assign them explicitly.
Name roles so they remain meaningful as your organisation scales.
Set Permissions (module-wise)
Assign access levels per module for any custom role:
1. From the Roles list, click Permission details beside the role.
2. For each platform module, tick the appropriate permission(s). Leave unchecked for no access.
Permission options:
All - full create / read / update / delete.
View - read-only.
Add - create new entries/documents.
Edit - modify existing items or settings.
Delete - remove items or configurations.
3. Click Update to apply changes.
Note:
Use All sparingly; prefer granular combinations (Add + Edit) where possible.
Permission changes take effect immediately for all users assigned to the role.
Manage Roles
How to maintain and control role lifecycle.
Edit permissions - open Permission details, update checkboxes, click Update.
Disable role - prevents new assignments but keeps the configuration for later reuse.
Delete role - removes it permanently (existing users will lose the role). The system will prompt for confirmation.
Create similar role - no duplicate button exists; create a new role and mirror permissions manually.
Assignment model:
Each user may be assigned one role. To give a user mixed capabilities, create a custom role that aggregates the required permissions.
Need help? Visit gather.nexus, click the chat icon in the bottom-right corner, or email us at [email protected] for assistance.