Web app access and roles

What it is

Who can log in to the Nora web app (studio.ai.insly.com) and what they can do. Senders who only email never need a login.

What you decide

• A role for each user:

Role	Can do
Viewer	See submissions and extracted data; no changes.
Editor	See and correct data; cannot export.
Approver	See, correct and export to Ledger.

What to send us

• Per environment: email address + role for each user. For Prod, “same as Demo” is enough if that’s the case.

• Whether two-factor authentication should be set up in the tenant.

When

• Demo: 🟡 TESTING

• Prod: 🟢 GO-LIVE

Good to know

• Anyone who pushes quotes into Ledger must be an Approver.

• Two-factor authentication will be set up at first login, if required.

Related: Role-based access, Multi-factor authentication