---
title: Users and Permissions
description: Cascade offers unlimited user seats, so there is no reason to share a login. This article covers inviting colleagues and deciding what each of them can see.
---

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# Users and Permissions

## Cascade offers unlimited user seats, so there is no reason to share a login. This article covers inviting colleagues and deciding what each of them can see.

### **Finding the user list**

Click the **grid icon** at the bottom of the left-hand rail to open **Administration**, expand **Settings**, then click **Users**.

![](https://knowledgebase.cascadedebt.com/hs-fs/hubfs/undefined-Nov-12-2026-08-04-29-8590-PM.png?width=892&height=492&name=undefined-Nov-12-2026-08-04-29-8590-PM.png)

Each row shows the user's name and email, their role, their status and when they last signed in. Use the search box to find someone by name or email. The **…** menu at the end of each row holds the actions available for that user.

#### **Status**

| **Status** | **Meaning** |
| --- | --- |
| **Active** | The user can sign in and use the platform. |
| **Inactive** | The account exists but access is suspended. Use this rather than deleting when someone leaves — it preserves the audit trail of what they did. |

#### **Inviting a user**

Click **+ Invite New user**.

![](https://knowledgebase.cascadedebt.com/hs-fs/hubfs/undefined-Nov-12-2026-08-04-29-1986-PM.png?width=892&height=492&name=undefined-Nov-12-2026-08-04-29-1986-PM.png)

1. Enter the user's **Email**.
2. Enter their **Name**.
3. Choose a **Role**.
4. Click **Send an invite**.

#### **The three roles**

![](https://knowledgebase.cascadedebt.com/hs-fs/hubfs/undefined-Nov-12-2026-08-04-29-5398-PM.png?width=892&height=492&name=undefined-Nov-12-2026-08-04-29-5398-PM.png)

| **Role** | **Access** |
| --- | --- |
| **admin** | Full access, including user management and configuration. |
| **staff** | Limited access to certain pages based on permission. Cannot edit or upload documents. |
| **custom** | Customisable access to every page. Set permission by permission. |

Choose **staff** for anyone who needs to read the platform but should not be changing documents. Choose **custom** when you need something between staff and admin — most commonly a counterparty or auditor who should see one facility and nothing else.

#### **Setting custom permissions**

Selecting **custom** opens the permission tree.

![](https://knowledgebase.cascadedebt.com/hs-fs/hubfs/undefined-Nov-12-2026-08-04-30-2570-PM.png?width=892&height=492&name=undefined-Nov-12-2026-08-04-30-2570-PM.png)

Permissions are grouped by module, and each group shows how many of its permissions are currently granted. Analytics additionally has **categories** — the individual dashboards and metric sets — so you can grant the Analytics module while withholding specific dashboards.

#### **Copying from an existing user**

**Copy Permissions from existing user** is the fastest and safest route when you are adding a colleague to an existing team. Pick the person whose access the new user should mirror, and Cascade copies their role, permissions and filter categories in one step.

Use it as a starting point rather than a final answer — then remove anything the new user should not have.

#### **Good practice**

- Give the narrowest access that lets someone do their job, then widen it when they ask. Widening is a two-minute change; a data exposure is not.
- Deactivate rather than delete. The audit trail matters.
- Review the user list when a deal closes or a counterparty engagement ends. Dormant external accounts are the ones that get forgotten.
- Remember that Cascade Analyst inherits these permissions. A user cannot ask their way around a restriction.

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