Managing Your Team

Fund Flow supports multi-user workspaces so your team can collaborate on deals, contacts, and investor communications from a single shared account.

Plan Limits

If you need more than 5 seats, contact support to discuss enterprise pricing.

Organization Roles

Every team member is assigned one of three roles. Roles are fixed permission sets — there is no custom role builder.

Owner

The Owner is the account creator and has unrestricted access to every feature.

• Full access to all CRM data, deals, loans, documents, and settings.
• Sole access to Billing — can upgrade, downgrade, cancel, and update payment methods.
• Can invite, remove, and change roles of all other team members.
• There is exactly one Owner per organization. Ownership can be transferred in Settings > Organization.

Admin

Admins have full operational access but cannot manage billing or financial subscriptions.

• Full access to contacts, deals, loans, documents, segments, and automation.
• Can invite new team members and manage existing member roles.
• Cannot access Billing settings or make subscription changes.
• Cannot remove or change the role of the Owner.

Member

Members have access to day-to-day CRM and deal workflow without administrative capabilities.

• Can view and edit contacts, deals, loans, and documents.
• Can send emails and manage investor communications.
• Cannot access Billing, Team, or Organization settings.
• Cannot invite new users or modify other members' roles.

Role Permission Summary

Company Settings

Keep your organization's legal details accurate — they appear on generated documents and invoices.

1. Go to Settings > Organization.
2. Update your Company Name, EIN/Tax ID, and Address.
3. Click Save. Changes apply to all future document generations and invoices immediately.

Inviting a New Team Member

1. Navigate to Team Settings Go to Settings > Team.

2. Click Invite Member Enter the team member's email address and select their role (Admin or Member).

3. Send Invitation The invitee receives an email with a secure invitation link. The link expires after 7 days.

4. Accept and Onboard The invitee clicks the link, creates their account (or logs in if they already have one), and is added to your organization immediately.

Managing Existing Members

Changing a Role

1. Go to Settings > Team.
2. Click the ... menu next to the team member's name.
3. Select Change Role and pick the new role.
4. Confirm. The change takes effect immediately — no re-login required.

Removing a Member

1. Go to Settings > Team.
2. Click the ... menu next to the team member's name.
3. Select Remove User.
4. Confirm. Access is revoked immediately. Data created by the removed user (contacts, notes, documents) is retained and remains attributed to their name for audit purposes.