User Permissions

Admin

Admins have full, unrestricted access across the platform. They oversee user permissions, roles, and global configurations.

• Global read/write access to all deals, regardless of assignment.
• Can create, edit, rename, or delete custom deal roles.
• Can assign roles to team members and modify deal teams.
• Can override any role assignment.
• Has access to organization-wide settings and filters (e.g., "Add to All Deals" configuration).
• Can filter all deals and users.

Editor

Editors are deal team members with full editing rights on the deals to which they are assigned.

• Send placement emails
• Upload, view, and download deal documents
• Edit the Dealbook and Terms
• Modify deal team members and their roles
• Change their own role or remove themselves from a deal
• Receive deal notifications by default (with the option to opt out)

• Cannot access deals that they are not explicitly assigned to.
• If an Editor downgrades themselves to Viewer, they must contact an Admin to regain Editor access.

Viewer

Viewers are assigned to a deal in a read-only capacity.

• Read-only access to placement emails, deal documents, Dealbook, and Terms.
• Can see their role and other team members' roles on the deal.

• Cannot edit or upload any deal content.
• Cannot send emails
• Cannot modify the deal team
• Do not receive notifications (and cannot opt in)
• Cannot change their own role or remove themselves.