IR Admins & Permissions

Managing who has access to your company's Investor Relations portal is essential for keeping your data secure and your workflows organized. This article explains how admin roles and permissions work in Findex's IR settings.

Last updated About 1 month ago

Overview

The IR Admins & Permissions section in your company settings lets you control which team members can access and manage your Investor Relations portal. You can assign different roles to ensure the right people have the right level of access -- from full administrative control to limited viewing privileges.

Accessing IR Admin Settings

  1. Navigate to Settings from the main menu.

  2. Under Company Settings, select IR Admins.

  3. You will see a list of all current admins and their assigned roles.

[Image: IR Admins settings page showing the list of admin users and their roles]

Screenshot the IR Admins page with at least two users listed, showing their names, emails, and role labels.

Understanding Roles and Permissions

Findex provides distinct admin roles for IR management:

  • Owner -- Full control over the company profile, IR settings, admin management, and all IR features including cap table, share ledger, communications, and documents.

  • Admin -- Can manage most IR features and settings but cannot change ownership or remove the owner.

  • Member -- Limited access to view and interact with IR content without the ability to modify company settings or manage other admins.

Each role determines what a user can see and do within the IR portal, so assign roles carefully based on each team member's responsibilities.

Adding and Removing Admins

Adding an Admin

  1. Go to Settings > Company Settings > IR Admins.

  2. Click the Invite Admin button.

  3. Enter the email address of the person you want to add.

  4. Select the appropriate role from the dropdown.

  5. Click Send Invite. The invited user will receive an email with instructions to join.

Removing an Admin

  1. Go to Settings > Company Settings > IR Admins.

  2. Find the admin you want to remove in the list.

  3. Click the Remove or Revoke Access option next to their name.

  4. Confirm the removal when prompted.

[Image: Invite Admin modal with email field and role selector]

Screenshot the invite flow showing the email input and role dropdown.

Tips

  • Review permissions regularly. As team members change roles or leave, make sure their access is updated accordingly.

  • Use the least privilege needed. Assign the minimum role required for each person's responsibilities to keep your IR data secure.

  • Only owners can transfer ownership. If you need to change the company owner, the current owner must initiate that change.

Need Help?

If you need assistance managing your IR admin roles or have questions about permissions, reach out to us at team@findex.se.