DiligenceVault lets you configure different access roles for users. Please see below for a breakdown of the different roles and their access inside the DiligenceVault platform.
Overview of Access types across the platform
* Contributor & Restricted Roles are only available to Premium Accounts
Super Admin
Super Admins have the highest level of access in the firm and will be able to manage full access to the entire firm's settings and diligences.
Business Admin
Business Admin users will have full access to the firm like the Super Admin except for these 2 categories under the firm settings:
- Security - Configuring Domain, IP Whitelisting, SAML/SSO, and Password
- User & Admins - Ability to manage groups and user accounts; including inviting new users to firm
Security Admin
Security Admins will not have the ability to view any diligences and are restricted to the Firm Settings with limited access. This will allow them to configure and manage the following settings:
- Security - Configuring Domain, IP Whitelisting, SAML/SSO, and Password
- User & Admins - Ability to manage groups and user accounts; including inviting new users to firm
Additionally, they will also receive any notifications with regards to any profile activations, users who are locked-out, the access level of a user being updated, and when the SSO is enabled/disabled.
Owner
Owners will be able to access all diligences and entities and have the ability to create, modify and delete them. Essentially, they have the ability of a Super Admin except they do not have access to Firm Settings.
Contributor *
Contributors are similar to Owners however, they have less access to the management of entities, diligences, and research as they will only be able to manage and edit existing entities. Similarly, they will be able to carry out the following functions as well:
- Add to-do/tasks/meeting notes and notes for an Investor/Product
- Can edit, but not add, to "AUM & Track Record" or "Address" sections of Manage > My Firms
- Add subscribers to a questionnaire
Viewer
Viewers will only be able to view the following items:
- All Entities
- All Documents
- All Diligences
- All Research (tasks/notes/to-do lists)