Users

Active Users

First	Last	Email	Roles	Group	Suppress Email
John	Smith	john.smith@acmecapital.com	Admin	All Groups	Off
Sarah	Chen	sarah.chen@acmecapital.com	C-Level	All Groups	Off
Jane	Doe	jane.doe@acmecapital.com	Accounts Receivable	Sales Team	Off
Tom	Roberts	tom.roberts@acmecapital.com	Accounts Receivable	Sales Team	Off
Sara	Park	sara.park@acmecapital.com	Accounts Payable	Sales Team	Off
Bob	Lee	bob.lee@acmecapital.com	Accounts Payable	Operations	Off
Kim	Torres	kim.torres@acmecapital.com	Accounts Payable	Operations	On
Mike	Jones	mike.jones@acmecapital.com	View Only	Unassigned	Off

Pending Users

First	Last	Email	Roles	Expiration	Actions
Lisa	Wang	lisa.wang@acmecapital.com	Accounts Receivable	Mar 15, 2026

Member Role Changes

Change	Reason	Date
Added Kim Torres as Accounts Payable	New hire for operations team	Feb 20, 2026
Changed Bob Lee from View Only to Accounts Payable	Promoted to AP role	Feb 12, 2026
Added Jane Doe as Accounts Receivable	Hired for sales team	Jan 28, 2026

About User Groups

User groups control data visibility between teams. Users in a group can only see data (contacts, onboarding requests, deal members) created by members of their own group. Admin and C-Level users always have visibility across all groups.

Sales Team

Handles inbound investor relations and deal sourcing

3 members 8 group-only · 2 show all

Users Contacts Onboarding Deal Members Deals Commitments Capital Calls Invoices Payments Signatures

Members: Jane Doe, Tom Roberts, Sara Park

Data Visibility

Module	Visibility
Users	Group Only
Contacts	Group Only
Onboarding Requests	Group Only
Deal Members	Group Only
Deals	Show All
Commitments	Group Only
Capital Calls	Group Only
Invoices	Group Only
Payments	Show All
Signatures	Group Only

Members (3)

Name	Email	Role
Jane Doe	jane.doe@acmecapital.com	Accounts Receivable
Tom Roberts	tom.roberts@acmecapital.com	Accounts Receivable
Sara Park	sara.park@acmecapital.com	Accounts Payable

Operations

Back-office operations and payment processing

2 members 6 group-only · 3 show all · 1 hidden

Users Contacts Onboarding Deal Members Deals Commitments Capital Calls Invoices Payments Signatures

Members: Bob Lee, Kim Torres

Data Visibility

Module	Visibility
Users	Group Only
Contacts	Group Only
Onboarding Requests	Show All
Deal Members	Group Only
Deals	Show All
Commitments	Group Only
Capital Calls	Group Only
Invoices	Group Only
Payments	Show All
Signatures	Hidden

Members (2)

Name	Email	Role
Bob Lee	bob.lee@acmecapital.com	Accounts Payable
Kim Torres	kim.torres@acmecapital.com	Accounts Payable

Unassigned Users (2)

These users are not assigned to any group and can see all organization data. Assign them to a group to enable data isolation.

Name	Email	Role
Mike Jones	mike.jones@acmecapital.com	View Only

Admin & C-Level users (John Smith, Sarah Chen) always have cross-group visibility and are not shown here.

Module	Show All	Group Only	Hide All
Users Organization user list visibility
Contacts Contacts and contact details
Onboarding Requests KYC/AML onboarding workflows
Deal Members Member visibility within shared deals
Deals Deal listings and deal details
Commitments Investor commitment amounts and status
Capital Calls Capital call requests and statuses
Invoices Invoice creation and management
Payments Payment transactions and history
Signatures Signature requests and document signing

Module	Show All	Group Only	Hide All
Users Organization user list visibility
Contacts Contacts and contact details
Onboarding Requests KYC/AML onboarding workflows
Deal Members Member visibility within shared deals
Deals Deal listings and deal details
Commitments Investor commitment amounts and status
Capital Calls Capital call requests and statuses
Invoices Invoice creation and management
Payments Payment transactions and history
Signatures Signature requests and document signing

Users

Active Users

Pending Users

Member Role Changes

Create User Group

Edit User Group

Delete Group