How To Set Document Permissions

Limited Partners can set different document permissions by user. Users will only be able to view documents tagged with the document type that they have permission to view (to learn how to tag documents click  here). 

There are seven types of documents that can be given separate permissions:

  • Annual and quarterly reports 
  • Capital account statements
  • Capital calls
  • Distributions
  • General
  • Legal
  • Tax

Setting permissions when adding a new user

Navigate to 'People' under Account, then click 'Add User.'

Enter the information in the popup window. You can determine document permissions from the 'Documents permissions' drop-down menu.

Click 'Invite' to add the user.

Editing the permissions of a user already on the account

Navigate to 'People' under Account, then click 'Edit' next to the relevant individual.

Edit document permissions from the 'Document permissions' drop-down menu.

Click 'Update' once you are done making changes.If you experience any issues with document permissions, feel free to reach out to investorservices@carta.com for assistance. 

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