User Roles and Access Permissions
Use the table below to determine the right role for each person you're adding to your account.
Note: Certain pages will be restricted depending on the role assigned to an individual.
How to Add or Update a User
Based on your plan, you have a set number of available user seats. To add a user or update a role, please submit a support ticket with your request.
User limits by plan:
- Pro Plan: Up to 6 users — maximum 3 Primary Fund Manager seats and 3 additional users
- Scalable Plan: Up to 4 users — maximum 2 Primary Fund Manager seats and 2 additional users
⚠️ Roles That Can Move Money
The following roles have the ability to transfer funds. We recommend carefully considering who on your team receives these roles, as they carry financial responsibility.
| Role | Can Transfer To |
|---|---|
| Primary Fund Manager (Pro Plan) | Investors and managers |
| Primary Fund Manager (Scalable Plan) | Investors only |
| Fund Operations Executive | Investors only |
| Investor Relations | Investors only |
| Fund Operations – Senior | Investors only |
| Virtual Operations Assistant | Investors only |
Roles that cannot move money: Fund Operations – Junior, Fund Tax Preparer, Deal Uploader.
🔒 Roles That Can See Confidential Investor Information
The following roles have access to sensitive investor data, including Social Security Numbers, government-issued IDs, and other personal information. Only assign these roles to trusted team members who genuinely need this level of access.
| Role | Can See Confidential Investor Information |
|---|---|
| Primary Fund Manager (Pro Plan) | ✅ Yes |
| Primary Fund Manager (Scalable Plan) | ✅ Yes |
| Fund Operations Executive | ✅ Yes |
| Investor Relations | ✅ Yes |
| Fund Operations – Senior | ❌ No |
| Fund Operations – Junior | ❌ No |
| Virtual Operations Assistant | ❌ No |
| Fund Tax Preparer | ❌ No |
| Deal Uploader | ❌ No |
Role Access Summary
| Role | What They Can Do | What They Cannot Do |
|---|---|---|
| Primary Fund Manager (Pro Plan) | Full portal access — view confidential investor information (SSNs, IDs), manage investor profiles, update banking information, transfer funds to investors and managers, ACH transactions, distribute fund expenses, manage fund and investor allocations, allocate and edit units, act as investor, access all K-1 and tax functions, view all reports including investment reports, member transactions, and management fee reports, calculate and reverse DAV | No restrictions |
| Primary Fund Manager (Scalable Plan) | View confidential investor information, manage investor profiles, update banking information, transfer funds to investors, distribute fund expenses, manage fund and investor allocations, allocate and edit units, access tax functions, view most reports including FinCEN BOI and member transactions | Transfer funds to managers, access ACH transactions report, view investor assets, calculate or reverse DAV, access Management Fee Report |
| Fund Operations Executive | View confidential investor information (SSNs, IDs), send money to investors, allocate and edit units, access most reports (including management fee and FinCEN BOI), import new earnings, perform general operational functions | Connect or manage business bank accounts, view investor bank account connections, manage investor documents or invitations, access full tax functions |
| Investor Relations | View confidential investor information (SSNs, IDs), send investor invitations, transfer money to investors, reset investor passwords, view and manage soft commitments, send deal disclosures, manage investment-related documents, access all reports | Access investor documents section, access accounting or tax functions |
| Fund Operations – Senior | Send money to investors, create deals and manage offerings, allocate and reverse earnings, access accounting functions, view all reports (K-1s, member transactions, etc.), reset investor passwords, import new earnings | View confidential investor information (SSNs, IDs), send PPMs, connect or view business bank accounts |
| Fund Operations – Junior | Create deals and manage offerings, allocate and reverse earnings, reset investor passwords | View confidential investor information, send money to investors, access reports (K-1s, member transactions, etc.), connect or view business bank accounts |
| Virtual Operations Assistant | Create and manage deals, manage fund documents and suppliers, transfer money to investors, allocate earnings, send deal disclosures, access most reports and tax functions | View confidential investor information, access investor reports |
| Fund Tax Preparer | Access investor portfolio information, access full accounting and tax functions (Tax Data Pro-Rata, Portal Data Pro-Rata, Additional Reports, Tax Outputs, Input Tax Data), view investor details | View confidential investor information (SSNs, IDs), access investor reports |
| Deal Uploader | Create and edit deals, view the Fund Dashboard | Access investor information, access reports, accounting, or any other portal functions |
