Understanding Roles and Permissions

Equipath uses a role-based access control system to ensure team members and advisors only have the access they need.

Roles Overview

Role	Description
Owner	The account creator — full access to all entities and settings.
Admin	Full access to shared entities, can invite other users.
Editor	Can view and edit shared entities, cannot invite.
Viewer	Read-only access to shared entities.

What Each Role Can Do

Viewer

• View entity details, registrations, and filings.
• Download documents.
• View the compliance calendar.

Editor

• Everything a Viewer can do.
• Edit entity details and registrations.
• Update filing statuses.
• Upload documents.

Admin

• Everything an Editor can do.
• Invite new team members.
• Manage sharing settings for their entities.

Assigning Roles

Roles are assigned per entity when you share access. A person can have different roles for different entities.

Changing a Role

1. Go to Settings → Sharing.
2. Find the team member.
3. Click Edit Access.
4. Select the new role.
5. Click Save.

Note: Only Admins and Owners can change roles.