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
- ❌ Issue securities
- ❌ 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.
Examples: investors, advisors.
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
- ❌ Issue securities
- ❌ Manage user access
- ❌ Obtain Fast409A valuation
Detailed
For users viewing full cap table details and modeling scenarios with cap table data.
Example: 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
- ❌ Issue securities
- ❌ Manage user access
- ❌ Obtain Fast409A valuation
This user can be:
- ✅ Company's primary contact
- ✅ Company signatory
Admin
For users maintaining cap tables and issuing securities.
Examples: founders, finance teams, legal teams.
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
- ✅ Issue securities
- ✅ Manage user access
- ✅ Obtain Fast409A valuation
This user can be:
- ✅ Company's primary contact
- ✅ Company signatory
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