How to understand and manage investor permissions
Investors on Carta can have several different account types and accompanying permissions.
When looking at your account, go to the left sidebar and locate the settings option towards the bottom of the list.
Investment firm users will navigate to Firm Settings > Settings.
Limited partners will navigate to Account Settings > Settings.
Personal portfolio users will navigate to Settings > People.
On the People tab, look for the distinctions below to determine which type of account you have, then select an option below to learn how to manage your account users and permissions:
If you see a blue Admin tag on the page and your table contains an Access level column, you have an investment firm account.
If you see a User type column, you have a limited partner account.
If your People page only shows columns for Name and Email, you have a personal portfolio.