User management
Access
Who’s in HQ and what they see. Enforcement happens server-side at the data-fetch layer — the frontend and Lady never receive data outside a role. Role changes apply on the person’s next page load.
Invites are sent from the Netlify Identity console.
Owner
Everything: financials, cap table, the legal/patent binder, Gaps, Access, and every section. Can preview any role via “view as” in the nav.
Team
HQ App, Regulatory, ICA, NMotion, G2M, Pitch, Brand, One-pager, and the Ramp / Ladder / Market / Funnel models. Not the financial model, cap table, raise readiness, 25-year projections, Legal, Gaps, or Access.
Mentor / Advisor
Models hub, the 25-Year projections, Market view, G2M, Pitch, Brand, One-pager. No internal financials, app, regulatory, legal, or access.
Investor
Investor-facing only: Models hub, 25-Year projections, Market view, Pitch, One-pager. Nothing internal — no Brand, G2M, app, or financials.
Marketing
Brand & approved messaging, brand-safe Trademark/IP, Pitch, One-pager. Never the cap table, financials, models, legal/patent binder, or Access.
Attorney (IP counsel)
The Legal / IP portal only. Nothing else in HQ.