Different roles in the Pathways will determine what people can do and see.
⚠️Good to know: All user types can:
Upload documents
Replace documents
Delete documents
Verify and Unverify documents
Assign people responsible for Areas and Topics
Assign Reviewers for Areas and Topics
Create and send Pathways
Advisors & Investors
Firm Admin
Firm Admins can see all Pathways and Pathway Areas that they have been assigned to.
Firm Admins can view, control and amend access for deal team members as they have access to Firm Settings.
If Firm Admins are only assigned to certain companies and company Areas, they won't be able to see other companies/Areas or assign other deal team members to companies and Areas that they don't have access to.
Firm Admins can add external companies, manage existing companies' access and revoke company access to a Company Pathway within Pathway settings, if their company originally created the Pathway.
Firm User
Firm Users can see all Pathways and Pathway Areas that they have been assigned.
Firm Users can not control or amend access for deal team members.
Companies
Company Admin
Company Admins can see all Pathways and Pathway Areas that they have been assigned to.
Company Admins can view, control and amend access for team members within their company. If a Company Admin only has access to certain Areas, they won't have visibility over Areas they are not assigned to and can only invite team members to see Areas that they have access to.
Company Admins can add external companies, manage existing companies access and revoke company access to their Pathways within Pathway settings.
Company User
Company Users can see all Pathways and Pathway Areas that they've been assigned to in their Pathways.
Company Users can not control and amend access to Areas, team members and external companies.