# User Roles & Responsibilities

#### 3.1 Platform Admin Role

**Access Level**: Highest level of system access

**Key Responsibilities:**

* Review and approve issuer applications
* Create and manage organizations
* Assign issuer admins to organizations
* Review and approve projects submitted by issuers
* Review and approve organization change requests
* Monitor platform security and audit logs
* Manage platform-wide settings
* Access all projects, organizations, and user data

**Platform Admin Capabilities:**

* Full CRUD access to organizations
* Ability to lock/unlock organization fields
* Project approval workflow management
* User role assignment and management
* System audit log access
* Security monitoring

#### 3.2 Issuer Admin Role

**Access Level**: Organization-level access

**Key Responsibilities:**

* Manage one or more assigned organizations
* Create and manage projects for their organizations
* Submit projects for platform admin approval
* Manage project documentation and media
* Configure token classes and financial terms
* Manage investor relations for their projects
* Submit change requests for locked organization fields
* View organization-specific analytics

**Issuer Admin Capabilities:**

* Create new projects
* Edit draft projects
* Submit projects for approval
* Revoke submitted projects (to make edits)
* Upload project documents and images
* Configure token classes
* View investors in their projects
* Submit organization change requests

**Multi-Organization Support:**

* A single user can be an issuer admin for multiple organizations
* Use the organization switcher in the sidebar to switch between organizations
* Each organization's projects and data are kept separate

#### 3.3 Investor Role

**Access Level**: Limited, investor-facing access

**Key Responsibilities:**

* Complete investor discovery process
* Build comprehensive investor profile
* Browse approved projects
* View project details and documentation
* Make investment commitments
* Manage personal portfolio
* Complete KYC/AML requirements

**Investor Capabilities:**

* View all approved (published) projects
* Access project financial details and documents
* Complete investor discovery questionnaire
* Save investment preferences
* Track personal investments
* Access investor dashboard

#### 3.4 Role Permissions Matrix

| Feature                     | Platform Admin | Issuer Admin | Investor |
| --------------------------- | -------------- | ------------ | -------- |
| View all organizations      | ✅              | ❌            | ❌        |
| Create organizations        | ✅              | ❌            | ❌        |
| Approve issuer applications | ✅              | ❌            | ❌        |
| Assign issuer admins        | ✅              | ❌            | ❌        |
| Approve projects            | ✅              | ❌            | ❌        |
| Create projects             | ✅              | ✅ (own org)  | ❌        |
| Edit own projects           | ✅              | ✅            | ❌        |
| View draft projects         | ✅              | ✅ (own org)  | ❌        |
| View approved projects      | ✅              | ✅            | ✅        |
| Submit change requests      | ✅              | ✅ (own org)  | ❌        |
| Approve change requests     | ✅              | ❌            | ❌        |
| Access audit logs           | ✅              | ❌            | ❌        |
| Complete investor discovery | ❌              | ❌            | ✅        |
| Make investments            | ❌              | ❌            | ✅        |

***


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