Permissions

How to check user permissions

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	✅	✅	—	—	—	—	—