Access Levels and Permissions

Access levels and their permissions

Ownership

For shareholders viewing their individual ownership. See related article below on what shareholders see when they access their securities on Captable.io.
You can choose to share the fully diluted ownership percentage your shareholders' instruments represent, in addition to the number of shares. See related article below on how to change it.
This user will be able to:
  • ✅ View individual holdings
  • ✅ / ❌ View fully diluted ownership (see related article below on how to change it)
  • ❌ View summary cap table
  • ❌ View company information
  • ❌ View and export detailed cap table and reports
  • ❌ Modeling fundraising and exit scenarios
  • ❌ Create and edit all cap table details
  • ❌ Manage user access
  • ❌ Obtain Fast409A valuation

Summary

For users viewing a summary of the cap table, such as how many stock classes there are, and how many shares are outstanding, but not detailed ownership of every shareholder.
This user will be able to:
  • ✅ View individual holdings
  • ✅ View fully diluted ownership
  • ✅ View summary cap table
  • ❌ View company information
  • ❌ View and export detailed cap table and reports
  • ❌ Modeling fundraising and exit scenarios
  • ❌ Create and edit all cap table details
  • ❌ Manage user access
  • ❌ Obtain Fast409A valuation

Detailed

For users viewing full cap table details and modeling scenarios with cap table data. An example use case: legal admins sharing read-only access with founders.
This user will be able to:
  • ✅ View individual holdings
  • ✅ View fully diluted ownership
  • ✅ View summary cap table
  • ✅ View company information
  • ✅ View and export detailed cap table and reports
  • ✅ Modeling fundraising and exit scenarios
  • ❌ Create and edit all cap table details
  • ❌ Manage user access
  • ❌ Obtain Fast409A valuation

Admin

For users maintaining cap tables, such as founders, finance teams, legal teams, etc.
This user will be able to:
  • ✅ View individual holdings
  • ✅ View fully diluted ownership
  • ✅ View summary cap table
  • ✅ View company information
  • ✅ View and export detailed cap table and reports
  • ✅ Modeling fundraising and exit scenarios
  • ✅ Create and edit all cap table details
  • ✅ Manage user access
  • ✅ Obtain Fast409A valuation

Summary vs. Detailed cap table views

Summary cap table view. See it live in the Demo account.

Detailed view. See it live in the Demo account.

Legacy access level names

In May 2019's release, we renamed the access levels in Captable.io to make them more clear and easier to remember:

  • Shareholder -> Ownership
  • Summary -> Summary (unchanged)
  • Detailed, read-only -> Detailed
  • Detailed, editable -> Admin
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