Give people access without giving everything away.

Let teams collaborate on budgets, scenarios and dashboards while keeping sensitive figures and actions available only to the people who need them.

Collaboration works when everyone is in one place and each person sees exactly what they should.

SSettings/Finance Space · AccessEdited just nowShare
SearchFilterView
MemberRoleModelsBoardsSalaries
Priya · CFOOwnerFullFullVisible
Maya · FP&AEditorEditEditVisible
Dev · FP&AEditorEditEditHidden
Sam · PeopleViewerView · hiringViewHidden
Lena · MarketingViewerView · own budgetViewHidden
Board · guestGuest—Board packHidden

One live workspace for the whole team, with each person seeing exactly what their role allows.

HOW IT WORKS

Sharing work
with the right access.

A department owner may need the hiring plan without seeing everyone’s salaries. The product should respect that boundary.

01 / Live workspace

Roles for everyone
Manage, edit or view

Give finance and business owners access to the same current planning workspace, with responsibilities and visibility defined by role.

02 / Control

Clear boundaries
Before you share

Choose who can inspect or edit a model or scenario, then make those permissions visible at the moment the work is shared.

03 / Sensitive data

Sensitive data protected
Hidden from search and agents

Let a manager see department headcount and total cost while individual compensation details stay restricted to authorized reviewers.

  • View, Edit and Full access on each view
  • Hidden columns never appear in search or exports
  • Agents respect the same boundaries
IN PRACTICE
PPeople/Hiring Plan · shared viewEdited just nowShare
SearchFilterView
TeamRoleStartLevelSalary
PlatformSenior engineerJanL5Hidden
PlatformEngineerFebL3Hidden
DataAnalytics engineerMarL4Hidden
SalesAccount executiveJanL4Hidden
SalesSDRFebL2Hidden
For People teams · Share headcount without salaries · Give department heads their team plan while compensation stays with Finance.Illustrative example · sample data

FAQs

Can multiple people work in Oculon at the same time?

Yes. Oculon supports real-time collaboration across models, databases, and dashboards.

Can different people have different levels of access?

Yes. Access can be controlled through View, Edit, and Manage roles across different parts of the workspace.

Can I separate different teams or environments?

Yes. Oculon supports isolated workspaces and teamspaces for organising teams and resources.

Can I share selected views with people outside the core team?

Yes. Guests can be given controlled access to selected reporting or modeling experiences without access to the full environment.

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