Create custom roles to access Qapita Portal

Create custom roles to access Qapita Portal

Qapita provides several predefined roles that reflect standard positions within a company. Each role comes with preset access levels to ensure users see only what’s relevant to their responsibilities.

Default Roles Available:

• Admin
• Investor
• Employee
• Advisor
• Board Director

Cap Table Access Overview:

• Admin → Default access to the Cap Table is set to Detailed View.
• Employee → Default access is set to No Access.

These default roles streamline access management and ensure the right information reaches the right people.

Create a Custom Role

Need more flexibility? Qapita lets you design custom roles tailored to your organizational structure, with access based on what the user needs to know, approve, or sign off on.

Modules You Can Control Permissions For:

• Cap Table
• Stakeholder Information
• Equity Awards
• Others (e.g., User Management, Settings)
• Data Room
• Reports
• Manage Users

How to Create a Custom Role – Step by Step

Step 1: From the left-hand menu, go to Settings and click Manage Roles.

Step 2: Navigate to the Custom Roles tab.

Step 3: Click Add New Custom Role.

Step 4: In the Create Role screen:

• Enter the Role Name.
• Provide a brief Role Description.

Step 5: Select the Equity Data - Access Tag to define scope by entity, country, or department.

Step 6: (Optional) Use the Copy Permission From dropdown to base this role on an existing role.

Step 7: Set permissions for the following modules:

• Cap Table
• Equity Award
• Others (Settings, User Management, etc.)
• Data Room
• Reports

Step 8: Click Save to finalize the new role.

The newly created custom role will now appear alongside Qapita’s predefined roles.