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GETTING STARTED

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CORE CONCEPTS

OverviewEnd UsersAuth SessionsConsentsTestingWebhooks

LINK WIDGET

IntroductionIntegrating the Link SDKFlow Overview

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ACCOUNT & ACCESS

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DATA DOMAINS

BankingEnergy DataIdentity DataIncome

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Migrating to Fiskil APIsBanking - Business AccountsEnergy - Business Accounts

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AI TOOLS

OverviewMCP Server
Log InSign Up

GETTING STARTED

Start ExploringQuick StartAuthentication

CORE CONCEPTS

OverviewEnd UsersAuth SessionsConsentsTestingWebhooks

LINK WIDGET

IntroductionIntegrating the Link SDKFlow Overview

RESOURCES

Best PracticesMobile Integration

ACCOUNT & ACCESS

SecurityTeam & RolesMonitoring & Logs

DATA DOMAINS

BankingEnergy DataIdentity DataIncome

HELP CENTER

Migrating to Fiskil APIsBanking - Business AccountsEnergy - Business Accounts

SUPPORT

Troubleshooting

AI TOOLS

OverviewMCP Server

Team & Roles

Manage workspace access by inviting team members and assigning role-based permissions.

AI Actions

Fiskil allows you to manage access to your workspace by inviting team members and assigning role-based permissions through the Console.

This guide outlines the available roles and how to manage team members securely and effectively.

Managing Team Members

You can view and manage your team from the Console > Settings > Members page.

From here, you can:

  • View the status of pending invitations
  • Remove users who no longer require access
  • Assign roles during or after invitation
  • Invite new users to your team by email

Team changes take effect immediately. All team members must authenticate using MFA when accessing the Console.

Supported Roles

Fiskil currently supports three roles, each with different levels of access:

RolePermissions
OwnerFull access to all settings, API keys, team management, and billing
DeveloperCan view and manage API keys, webhooks, and data - no team permissions
AnalystRead-only access to data and dashboards - cannot modify settings or keys

You can change a user's role at any time via the Members page.

For security reasons, only Owners can invite new members or manage team roles.

Best Practices

  • Revoke access promptly when a team member no longer needs access
  • Regularly review your team to ensure access levels are up to date
  • Use the Analyst role for data consumers who don't need write access
  • Assign the Owner role only to trusted administrators

Related Guides

  • SSO Login
  • Security

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