Understanding Roles and Permissions
Equipath uses roles to control what team members and advisors can see and do within a shared entity.
How Roles Work
Roles are preset permission bundles that control two things:
- Entity Access — whether a user can view, edit, delete, and/or manage sharing for an entity.
- Document Access — organized into four categories (General, Owner, Legal, and Accounting), with permissions to view, upload, and delete set by category. Different permissions for the categories are preset for each role.
Roles Overview
| Role | Entity Access | Document Access |
|---|---|---|
| Full Access | View, Edit, Delete, Manage Sharing | All access for all categories |
| Accounting | View only | General (view), Accounting (view, add, delete) |
| Legal | View only | General (view), Legal (view, add, delete) |
| Viewer | View only | General (view only) |
| Custom | Configurable | Configurable per category |
| The Custom role lets you mix and match entity and document permissions to fit your exact needs. |
Quick Notes
When you create an entity, you are automatically assigned the Full Access role for that entity.
Grant Full Access carefully — any Full Access user can modify or remove other users' access, including yours.
Sharing an Entity
Sharing is available on Premium entities only. To upgrade a free entity, double click on it in the Portfolio tree it and then click Upgrade in Entity Information.
To share an entity:
- Go to the Sharing tab in the top navigation.
- Click Share Entities.
- Select the entity, enter the user's email, and choose a role.
- Click Share Entities to confirm.