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 |
✅ |
✅ |
— |
— |
— |
— |
— |
