You can check and edit permissions for users in your organization by navigating to Firm Settings > Settings > People tab. From there, click the three-dot menu on the Person row > Edit > Continue. The relevant permissions are set in the blue box on the "Select entities & apply roles" form.
| Table Name | Fund Admin:
View Fund Administration Information | Fund Performance:
View Fund Performance | Fund Admin:
View General Ledger | Fund Performance:
View Investment Information | Partners:
View Partner Information | Investments:
Investment Transactions | Preparer:
View Financials |
|---|
| AGGREGATE_FUND_METRICS | ✅ | ✅ | — | — | — | — | — |
| AGGREGATE_INVESTMENTS | ✅ | — | — | ✅ | — | ✅ | — |
| AGGREGATE_INVESTMENTS_WITH_BENCHMARKS | ✅ | — | — | ✅ | — | ✅ | — |
| ALLOCATIONS | ✅ | — | — | — | — | — | — |
| COMPANY_FINANCIALS | ✅ | — | — | ✅ | — | — | ✅ |
| CORPORATION_ENTITY_LINKS | ✅ | — | — | — | — | — | — |
| FINANCING_HISTORY | ✅ | — | — | ✅ | — | ✅ | ✅ |
| FUND_COHORT_DEPLOYMENT_VELOCITY | ✅ | ✅ | — | — | — | — | — |
| FUND_OPS_BENCHMARKS_V2 | ✅ | ✅ | — | — | — | — | — |
| INTERMEDIATE_STAKEHOLDER_CAP_TABLE | ✅ | — | — | ✅ | — | — | — |
| JOURNAL_ENTRIES | ✅ | — | ✅ | ✅ | — | ✅ | — |
| MONTHLY_NAV_CALCULATIONS | ✅ | — | — | ✅ | — | ✅ | — |
| PARTNER_DATA | — | — | — | — | ✅ | — | — |
| PORTFOLIO_EVENTS | ✅ | — | — | — | — | — | — |
| STAKEHOLDER_CAP_TABLE | ✅ | — | — | ✅ | — | — | — |
| STATEMENT_OF_OPS | ✅ | ✅ | — | — | — | — | — |
| SUMMARY_CAP_TABLE | ✅ | — | — | ✅ | — | — | — |
| TEMPORAL_DEAL_IRR | ✅ | — | — | — | — | — | — |
| TEMPORAL_DEAL_METRICS | ✅ | — | — | — | — | — | — |
| TEMPORAL_FUND_COHORT_BENCHMARKS | ✅ | ✅ | — | — | — | — | — |
