Every role has a different permission level set. This helps administrators or admins of the account to manage users or user groups and assign roles as per their need and requirement.
There are 3 different types of roles that the Investory currently offers for an investor account:
Guest
Member
Admin
Investors will see an option to select a role when they invite a partner by clicking on the "New" - "New Partner" button in the upper right hand corner or by going to the "Manage Partners" option from the menu which is under the account name initials.
Guest
Guest can not access investor's memberships/partner's list
Guest can not access conversations/messages
Guest can not access co-investors tab
Guest can see data room files
Guest can not create, update or destroy data room files
Guest can not create, update or destroy data room sections/folders
Guest can not access data room stats
Guest can see data rooms
Member
Member can see investor's funds (The fund must be assigned to that member and only that fund will be visible to them)
Member can create data room
Member can update data room
Member can access data room
Member can create investments
Member can update investments
Member can access investments
Member can create, update and destroy data room sections/folders
Admin
Admin can create new funds
Admin can update funds
Admin can destroy funds
Admin can create, update, destroy and accept investments
Admin can assign funds
Admin can create, update destroy data room sections/folders
You can also click below to download these differences in the form of an excel file.