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Improvement
a year ago

Customize user access with our new granular permission

Introducing 8 powerful new permissions for GP custom groups, offering the most precise control yet for fund admins.

Now you can seamlessly replicate real-life GP functions, ensuring that platform capabilities align with your on-the-ground operations.

Who this affects

  • Fund managers, admins, and GP team members who require precise control over document visibility, actions, and investor interactions.

Why it matters

  • Control: Tailor permissions to match your team's roles, ensuring data security and optimized workflows.

How it works

  • Subscription doc permissions: Control specific permissions such as visibility, sending reminders, uploading on behalf of investors, and managing executed documents.

To learn more about this feature, visit our help center or reach out to our customer service team.

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