User Roles and Access Permissions

For some premium plans, Avestor provides fund managers with the ability to select different types of access levels for users who have access to the management portal. Below is a summary of the various types of roles available. *Certain pages will be restricted from access depending on the role that is assigned to an individual.*

Based on your plan, you have a certain amount of users.

To add a user, or update a role, please create a ticket to put in your request.

Role	Description
Primary Fund Manager	This is the highest level of access, granting full portal capabilities, including: Confidential investor information such as licenses, social security numbers, and other sensitive data Update banking information Transfer funds to investors & managers Distribute expenses to investors Fund & investor allocation and expense management K1 Allocate & edit units All fund managers listed in your PPM, Operating Agreement, and Subscription Agreement are granted this level of access. Based on your subscription plan, the number of users you can assign is as follows: Pro Plan: Up to 6 users, with a maximum of 3 Primary Fund Manager access and 3 additional users. Scalable Plan: Up to 4 users, with a maximum of 2 Primary Fund Manager access and 2 additional users.
Fund Manager Delegate	A Fund Manager delegate is a role for individuals that have a leadership role in the management of the fund but are not listed in the legal documents as a Fund Manager or Fund Executive. The individual has access to a little less than the primary fund manager, including: Confidential investor information such as licenses, social security numbers, and other sensitive data Send Money to Investors Allocate & edit units This includes the ability to access confidential investor information including licenses, social security numbers, and other personal information
Investor Relations	This role serves as a support position just below the Fund Manager level. It grants access to: Confidential investor information Enabling users to assist with investor inquiries and reset investor passwords as needed View and soft commitments for investors Send deal disclosures Manager investment-related documents. However, this role does not permit the creation or modification of deals or investments, nor does it include access to any accounting functions.
Fund Operations - SENIOR	This role is dedicated to overseeing the operational aspects of the fund. They can't see (Confidential Information): Manage Investor Send PPM (Investor's Legal docs show SSN) Menu Investors > Manage Documents Access to connecting your business bank accounts Access to seeing investor's business bank account connection They can: Send Money to Investor View Reports (k1, member transactions, etc.) Create Deals Allocate/Reverse Earnings Accounting Functions Reset Password
Fund Operations - JUNIOR	This role is dedicated to overseeing the operational aspects of the fund. They can't: Manage Investor Send PPM (Investor's Legal docs show SSN) Menu Investors > Manage Documents Send Money to Investor Access to connecting your business bank accounts Access to seeing investor's business bank account connection Reports (k1, member transactions, etc.) They can: Create Deals Allocate/Reverse Earnings Reset Password
Virtual Operations Assistant	This role is designed for external support that is managing your fund. It allows the user to create and manage deals and investments, oversee fund suppliers, allocate earnings to investors, and manage the fund overview page. The user can also send deal disclosures. However, this role does not grant access to any confidential investor information.
Fund Tax Preparer	This role provides access to investor portfolio information but does not provide access to investor’s confidential and personal information. The role has access to the accounting capabilities of the system.

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User Roles and Access Permissions

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