New and improved user access management for Carta Fund Admin customers
We’ve improved the way you manage user access on Carta Fund Admin with a new layout for the People page and more intuitive permissions workflows. Only the look and feel of the page has changed—underlying access settings for all your users remain the same.
How it works
It’s now easier to see permissions at a glance on the People page, with access levels listed under Roles for each user and a breakdown by entity shown by hovering over the table.
Creating a new user is more straightforward, too. Each role is clearly defined during the access configuration process, so you know exactly what permissions you’re granting.
We’ve introduced a new flow for adding service providers – such as auditors – to your Carta account, so you can give external users the right level of access.
You’re also able to copy permissions from an existing user, streamlining the setup process and standardizing access across your firm.
Why it matters
With this release, you can manage permissions more efficiently and consistently. It’s now easier for you to ensure firm members and service providers only have access to the data and features necessary for their roles, reducing the risk of unauthorized access.
Availability
The new People page is available to all Carta Fund Admin customers. Only account admins are able to view and edit permissions for their firm.
Anything else I need to know?
Stay tuned for additional improvements to Carta permissions, including new role-based access levels for firm members.
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