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Permission Manager

Short answer: Permission Manager saves your firm’s settings: Viewers can export CSV, Admins can invite people, Payments need a second approver. Who can do what, on top of the roles in Team & investors.

Permission Manager saves your firm’s settings: Viewers can export CSV, Admins can invite people, Payments need a second approver. Who can do what, on top of the roles in Team & investors.

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Related

Applies to: firm teams · Section: Settings · Updated 2026-10-14