Managing users

Carta LP Portfolio Analytics currently offers three user roles with different sets of capabilities.

Find the user management page:

Note: You can only access this section if you have the correct permissions.

Step 1
Go to "My organisation" from the personal menu top right and select a tenant name from the list;

Step 2
To edit: Select an existing user from the table
To create: Click the "Add user" button top right

Step 3
Enter name and email, then select Group memberships.
This allows you to assign any number of access groups that are available, allowing you to control which areas the user can access and which actions they are allowed to perform.

‍