Introduction to User Permissions

Introduction to User Permissions

Managing equity and options in an organization involves various individuals from across the company hierarchy. In Qapita, these roles—referred to as personas—represent the different ways people interact with the platform.

Common User Personas in Qapita

Typical personas include:

• Administrators
• Department Heads
• Finance, HR, and Managerial Staff
• Board Directors
• Investors
• Advisors & External Stakeholders
• Employees

Each role may require different levels of access depending on their responsibilities—such as reviewing, approving, or signing off on transactions.

Understanding Role-Based Permissions

Qapita supports both predefined roles and custom roles that administrators can tailor to suit the organization’s needs. This flexibility ensures that access is granted appropriately based on each user’s duties.

Permissions Can Be Granted for:

• Cap Table
• Stakeholder Information
• Equity Awards
• Other Settings (e.g., User Management, Preferences)
• Data Room
• Reports
• Equity Data for Certain Option Holders

How to Manage User Permissions Step by Step:

Step 1: Go to the left-hand menu and click Settings.

Step 2: Select Manage Roles.
You’ll now see a list of predefined roles by default.

Step 3: Choose a role to view or edit its permission levels.

Step 4: If needed, create a custom role by assigning specific permissions relevant to your company's structure.

Step 5: Adjust access levels for each module (e.g., Cap Table, Reports) to either allow or restrict activities based on the user’s role.

Note: This feature is available only to administrators of the Issuer company