How to understand and manage investor permissions

Firms that use Carta for additional services have the ability to grant users additional permissions for each fund in the firm.

Users can have maximum 5 of 6 permissions. This is due to audit permissions being a standalone and cannot be combined with any other permissions.

Permission	Grants access to
Investments	Company information for companies that fund has invested in Schedule of investments
Partners	Access to partner information, including contact information, commitment amount, and parter documents Access to fundraising and closings tools
Fund Admin	Access to fund administration information, including capital calls, distributions, and quarterly reports Ability to communicate with fund admin team through Carta Ability to request and approve fund admin updates
Fund Performance	Access to fund performance data
Audit	View only access to investments, partners, fund admin, and fund performance data Users with audit access cannot have other access to the fund
Payments	If you are using automated money movement for expenses, you can manage who can review and approve payments on Carta. Funds will be auto debited from VC fund bank account upon in-app approval on Carta. How to manage payment approval settings?

For each user, an Admin can grant users “default” access to the firm.

Defaults will automatically give users the permissions outlined in the image for new funds that are added to the account.