Adding Users with Limited Permissions

As a company owner, you may want to bring team members into the platform so they can participate in consortium workspace discussions, review shared opportunities, and collaborate with partners, all without exposing your company financials or letting them change your company profile.

This guide walks you through the three steps to set that up:

1. 1Invite the person as a registered user on the platform.
2. 2Add them as a member of the consortium workspace so they can see opportunities, links, files, and chat.
3. 3Restrict their edit permissions so they cannot view financials or modify your company profile.

By default, only you (the company owner) and platform admins can see your company data. Adding a user through the steps below gives them targeted access without full visibility.

Access Tiers

First, invite the person to the platform so they can log in. You can do this from the Invite tab in your Company Owner Dashboard.

1. 1Open your Company Owner Dashboard and select the company you manage from the switcher at the top.
2. 2Navigate to the Invite tab (or the Team section in your Profile tab).
3. 3Enter the person's email address and choose the user role. For a limited team member, invite them as a standard user role.
4. 4Click Send Invite. The person receives an email with a link to register and create their password.
5. 5Wait for them to accept the invite and complete registration. You will see their status update in the invite list.

Once the user has registered, add them as a member of the consortium workspace so they can see opportunities, links, files, chat, and events.

1. 1Open the Consortium Workspace page from the Workspaces tab in your dashboard or the Consortiums page.
2. 2Select your consortium from the switcher at the top.
3. 3Go to the Members tab in the workspace.
4. 4Click Invite Member or Add Member.
5. 5Enter the registered user's email address.
6. 6Set their member type. For a limited team member, choose consortium_member.
7. 7Set their permission flags: allow posting chat if they should participate in discussions, but leave scheduling meetings and managing events off unless you want them to organize workspace activities.
8. 8Click Save. The user now appears in the workspace member list with an invited or active status.

Now restrict what the user can do on your company profile. Use the Company Permissions panel in your Owner Dashboard to turn off edit access for profile, financials, and documents.

1. 1Open your Company Owner Dashboard and select your company.
2. 2Navigate to the Access tab or the Permissions section within the Profile tab.
3. 3Find the user in the team members or permissions list. If they do not appear, add them by their registered email.
4. 4For that user, set the following permission flags to off (unchecked):
5. 5Can Edit Profile: off. This prevents them from changing your company name, description, branding, team, milestones, or compliance info.
6. 6Can Edit Financials: off. This hides the Financials tab and blocks access to your advanced accounting, MRR, cap table, and operating expenses.
7. 7Can Edit Documents: off. This blocks them from uploading, editing, or deleting data room files.
8. 8Click Save to apply the restrictions.

After setting permissions, verify the user\'s experience by confirming what they can and cannot access.

What They CAN See

What They CANNOT See

Use this table as a quick reference when configuring a limited team member.

If a team member leaves or no longer needs access, you can revoke their permissions at any time.

1. 1To remove workspace access: open the Consortium Workspace, go to the Members tab, find the user, and set their status to suspended or remove them from the member list.
2. 2To remove company edit permissions: open the Access tab in your Owner Dashboard, find the user in the permissions list, and delete their permission record or set all flags to off.
3. 3To fully remove the user from the platform: contact a platform admin who can deactivate their account from the Admin portal.