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
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
❌
❌
✅
Last updated
Was this helpful?