There are 2 different types of access :
Editor
- view all the information visible on your Equify account
- download all documents and exports
- add, delete and edit all information on Equify (security, pool, transaction, account, document, event, other administrators)
Read only
- view all the information visible on your Equify account
- download all documents and exports
đź’ˇRead-only access can be granted to your advisors and other stakeholders
| Menu | Type of action | Editor | Read only |
| Documents | Access the Library and read all files | Yes | Yes |
| Documents | Download files from the library | Yes | Yes |
| Documents | Add and edit documents | Yes | No |
| Cap table | View the cap table | Yes | Yes |
| Cap table | Download cap table | Yes | Yes |
| Accounts | View the accounts | Yes | Yes |
| Accounts | Download the accounts export | Yes | Yes |
| Accounts | Add / Edit / Delete accounts | Yes | No |
| Transactions | View events and transactions details | Yes | Yes |
| Transactions | Add / Edit / Delete transactions | Yes | No |
| Administration | Add / Edit / Delete administration | Yes | No |
| Administration | Edit the company legal details | Yes | No |
| Administration | View the company legal details | Yes | Yes |
| Administration | Add / Edit / Delete tags | Yes | No |