Roles & access
A role is a reusable access group (e.g. Investors, Auditors). Set what each group can see and do — changes apply the moment you switch into that role.
Full access across the platform, including user and role management.
The deal team — create and edit opportunities and work the full pipeline.
Read-only across the working platform — no editing, no admin.
Sees only the Reports area — nothing else in the platform.
Read-only everywhere in the working platform, including data quality — never edits.
Sees only the Investor Insights area — a future investor-facing view.
Changes are saved to this browser only and demonstrate access control on a clean foundation that can later swap to a real backend.Prototype — changes persist to this browser; access control is demo-only, not enforced as security.