User permissions are a key part of securing sensitive information on Caruso. This guide outlines the roles and permissions available to fund managers, and how to manage them.
How to Access and Modify User Roles
In the Settings section, click Teammates to view, add, or modify user roles.
Roles
Caruso offers standard roles designed according to best practices for role-based access control.
1. Super Admin
The Super Admin role has the highest level of access.
Super Admin can:
Read teammate roles and permissions
Create, edit, and review CRM details (tasks, accounts, investing entities, etc.)
Create, edit, and review registry details (funds, capital raises, etc.)
Create, edit, and review reports and statements
Impersonate investors
Super Admin has edit and review access across all of Caruso.
Click here to view Super Admin permissions
Click here to view Super Admin permissions
2. Full Admin (Approver)
The Full Admin (Approver) role holds the second highest level of access.
Full Admin (Approver) can:
Read teammate roles and permissions
Create, edit, and review CRM details (tasks, accounts, investing entities, etc.)
Create, edit, and review registry details (funds, capital raises, etc.)
Create, edit, and review reports and statements
Impersonate investors
Note: Full Admin (Approver) cannot manage teammate roles and permissions.
Click here to view Full Admin (Approver) role permissions
Click here to view Full Admin (Approver) role permissions
3. Full Admin (Editor)
This is a junior role to Full Admin (Approver).
Full Admin (Editor) can:
Read teammate roles and permissions
Create and edit CRM details (tasks, accounts, investing entities, etc.)
Create and edit registry (funds, capital raises, etc.)
Create and edit reports and statements
Impersonate investors
Note: Editors cannot approve high-risk items such as:
Wholesale certificates
Orders (allocation requests, redemptions, secondary market activity)
Distributions
Bulk statements
Click here to view Full Admin (Editor) role permissions
Click here to view Full Admin (Editor) role permissions
4. Read-Only
This role is highly restricted.
Read-Only can:
Read teammate roles and permissions
Read CRM details (tasks, accounts, investing entities, etc.)
Read investments (funds, capital raises, etc.)
Read/download reports and statements
Read-Only cannot impersonate investors.
Click here to view Read Only role permissions
Click here to view Read Only role permissions
If you have any questions or need help at any stage, please contact your fund manager for support.